Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing insurance agency. This role focuses on managing personal lines accounts, providing exceptional customer service, and supporting client retention and agency growth. The ideal candidate will have experience in an independent insurance agency, strong organizational skills, and the ability to collaborate with producers and service teams to identify coverage gaps and deliver tailored insurance solutions.

Responsibilities

• Manage a portfolio of personal lines accounts, ensuring timely and accurate service delivery.

• Process endorsements, address billing inquiries, conduct renewal reviews, and handle cancellation requests.

• Re-market coverage when appropriate to ensure clients receive competitive and suitable insurance solutions.

• Coordinate with insurance carriers and maintain accurate documentation of client interactions and account activities.

• Identify coverage gaps and additional insurance needs, collaborating with producers to recommend appropriate solutions.

• Build and maintain strong client relationships to support retention and satisfaction.

• Maintain organized workflows and ensure timely follow-up on client requests.

• Utilize agency management software and related tools to manage accounts and track activities.

Qualifications/Requirements

• Previous experience in personal lines account management within an independent insurance agency.

• Holds an active P&C (Property and Casualty) insurance license.

• Strong knowledge of personal lines insurance products, coverage options, and industry regulations.

• Familiarity with major personal lines insurance carriers is preferred.

• Proficiency in agency management software, with experience in QQCatalyst considered a plus.

• Excellent organizational skills, attention to detail, and ability to manage multiple priorities.

• Strong communication and interpersonal skills with a client-focused approach.

• Ability to work independently and collaboratively in a fast-paced environment.

• Knowledge of personal lines insurance regulations in multiple states is a plus.

Compensation Package

• Salary: Competitive compensation based on experience and qualifications.

• Incentives: Performance-based bonuses and commission opportunities.

• Benefits: Competitive benefits package, including health insurance and paid time off.

• Professional Development: Structured training, onboarding support, and opportunities for career growth.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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