Personal Lines Insurance Account Manager
About The Position
Join a Team That Values Relationships and Exceptional Client Service At Securance Corp Agency, we believe insurance is about more than policies. It's about helping people protect what matters most. We're looking for an experienced Personal Lines Account Manager who is passionate about helping clients, solving problems, and building lasting relationships. In this role, you'll serve as a trusted resource for our personal insurance clients, helping them navigate coverage options, policy changes, renewals, claims assistance, and new insurance needs. You'll work closely with our producers, carrier partners, and support team to deliver a high level of service and ensure our clients receive the protection they need. If you enjoy working in a collaborative environment where your expertise and customer service skills make a real impact, we'd love to hear from you.
Requirements
- Active Property & Casualty Insurance License.
- Experience servicing personal lines insurance accounts.
- Strong communication and relationship-building skills.
- Ability to manage multiple priorities while maintaining attention to detail.
- Customer-focused mindset with a proactive approach to problem-solving.
- Proficiency with Microsoft Office, including Outlook, Word, and Excel.
Nice To Haves
- Experience using Applied Epic or a similar agency management system.
- College degree or equivalent combination of education and insurance experience.
- Experience handling personal lines renewals, marketing, quoting, and account servicing.
- Knowledge of multiple carrier platforms and rating systems.
Responsibilities
- Serve as the primary point of contact for assigned clients.
- Assist clients with policy changes, coverage questions, billing inquiries, and account servicing needs.
- Provide insurance ID cards, evidence of insurance, endorsements, binders, and policy documents.
- Educate clients on coverage options, exclusions, and insurance solutions.
- Build strong client relationships through responsive and professional service.
- Maintain accurate account documentation and activity records.
- Assist with quoting and marketing new personal lines business.
- Gather information needed for applications and carrier submissions.
- Prepare proposals and present coverage options to clients.
- Obtain quotes from carriers and coordinate policy binding.
- Identify opportunities to expand coverage and strengthen client accounts.
- Review and market renewal accounts when appropriate.
- Prepare renewal proposals and coverage comparisons.
- Verify policy accuracy and coordinate corrections when needed.
- Assist with premium collection and billing matters.
- Work proactively to retain client relationships and minimize cancellations.
- Support clients throughout the claims process and coordinate with carriers as needed.
- Partner closely with producers and agency leadership.
- Work efficiently within Applied Epic and carrier systems.
- Stay informed on insurance products, carrier guidelines, and industry developments.
- Contribute to a positive, supportive, and team-oriented culture.
Benefits
- Competitive compensation- Starting salary of $60,000-$80,000 per year based on experience.
- Comprehensive benefits package
- Paid time off and company holidays
- Professional development and continuing education support
- A collaborative and team-oriented culture
- Opportunities for career growth and advancement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
