Senior Personal Lines Account Manager
About The Position
J.D. Fulwiler & Company is seeking a dedicated Senior Personal Lines Account Manager to service and support an assigned book of personal lines business. This position is responsible for delivering high-level customer service, managing renewals, and generating additional revenue through account rounding and cross-selling in accordance with agency policies and procedures. If you are passionate about customer service, possess a strong insurance background, and are committed to maintaining high ethical standards, we encourage you to apply. Join our team and be part of a company that values professionalism, growth, and a customer-focused approach. We offer a supportive work environment and ongoing professional development opportunities. J.D. Fulwiler & Company is an Equal Opportunity Employer.
Requirements
- Active and compliant Property & Casualty insurance license
- 8+ years of personal lines account management experience
- Proven experience in insurance customer service, account management, or related roles
- Strong understanding of home, auto, umbrella, and high-value personal lines coverages, products, and industry practices
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively within a team environment
- Strong organizational skills with attention to detail and accountability
- Commitment to ethical standards and compliance with agency policies
Nice To Haves
- Educational background in insurance or a related field preferred
Responsibilities
- Manage and service an assigned book of personal lines accounts
- Coordinate renewal processes, including conducting renewal reviews 60–90 days in advance
- Process endorsements, billing inquiries, policy changes, and documentation accurately and timely
- Respond to client communications in a professional and prompt manner
- Provide accurate information to underwriters and carrier partners
- Generate new personal lines business through cross-selling, account rounding, referrals, quoting, binding, and policy delivery
- Maintain accurate electronic documentation within the agency management system
- Remain current on insurance markets, coverage changes, and industry trends
- Maintain active and compliant state insurance licensing
- Adhere to all J.D. Fulwiler & Company policies, procedures, standards, and ethical guidelines
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
