Personal Lines Account Manager

Jobgether

38d • Remote

About The Position

This role offers the opportunity to serve as a primary point of contact for personal lines insurance clients, managing day-to-day servicing while promoting growth and client retention. Operating remotely, you will ensure high-quality customer service, accurate policy management, and timely responses to client needs. You will leverage your expertise in personal lines coverages, maintain agency management systems, and support account processes such as renewals, endorsements, audits, and certificates. The position requires strong analytical thinking, attention to detail, and the ability to educate clients on coverage options. Collaboration with internal teams and proactive problem-solving are key to delivering client satisfaction. This is an ideal role for a self-motivated, organized professional seeking to make a direct impact on client relationships and account performance.

Requirements

• 3–5+ years of personal lines retail insurance experience.
• Active Property & Casualty Insurance License.
• Strong knowledge of personal lines insurance coverages and services.
• Proficiency with agency management systems, electronic document management, Microsoft Office (Outlook, Excel, Word), and Adobe.
• Excellent written and verbal communication skills; strong telephone presence.
• Self-starter with attention to detail, organizational skills, and problem-solving abilities.
• Ability to coordinate efforts, deliver results, and resolve client issues independently.
• Willingness to continuously upgrade knowledge of insurance products, processes, and technology.

Responsibilities

• Serve as the primary liaison for personal lines clients, ensuring quality service and client satisfaction.
• Manage all aspects of client accounts, including renewals, endorsements, audits, cancellations, auto ID cards, binders, and summaries of insurance.
• Promote growth of existing accounts through account rounding and proactive client engagement.
• Maintain and update client information in agency management systems and electronic document management tools.
• Educate clients on policy coverages, changes, exclusions, and insurance needs, making recommendations as appropriate.
• Ensure accurate, timely, and paperless workflow while protecting confidential information.
• Collaborate with team members to resolve issues and support business objectives.

Benefits

• Competitive salary with benefits and paid time off.
• Fully remote work environment within the United States.
• Supportive team culture focused on client service and professional growth.
• Opportunities for skill development and ongoing industry training.
• Flexible work arrangements to promote work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees