Personal Insurance Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive health benefits
• Remote Work: One day per week work-from-home option (rotating schedule) after a 90-day probationary period
• Other Perks: Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.
• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).
• Handle new business and renewal quoting, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Identify opportunities for account rounding and cross-selling to meet client needs.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).
• Licensure: Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Client Service Skills: Strong interpersonal and communication skills, with a client-focused approach.
• Organizational Skills: Ability to manage multiple accounts and prioritize tasks effectively.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

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