Personal Lines Account Manager

Description

About Heritage Insurance Agency

For over 40 years, we’ve been proud to come alongside hardworking families and businesses across the North State to protect what matters most. We take the time to understand each client’s story and tailor coverage that fits just right. We’re a local team who values relationships, integrity, and a job well done. 

What You’ll Do

As a Personal Lines Account Manager, you’ll be the go-to person for a book of clients who trust us to protect their homes, vehicles, and everyday needs. You’ll build strong relationships, provide outstanding service, and help clients make confident, informed choices about their coverage. Whether you’re reviewing policies, handling endorsements, or uncovering new opportunities to round out coverage, you’ll play a key role in helping families feel secure and supported. 

This is a great fit for someone who loves helping others, thrives in a fast-paced environment, and takes pride in doing things right the first time. 

Is This You?

You’re a seasoned Personal Lines Account Manager with at least 3 years of experience (5 years preferred). You love helping others and building lasting relationships. You’re organized, detail-oriented, and thrive in a fast-paced environment where no two days are exactly the same. You take pride in doing things right the first time and explaining insurance in a way that makes sense to your clients. If that sounds like you, we think you’ll feel right at home here. 

Why Join Heritage?

We’re more than an insurance agency—we’re a team of people who care deeply about our clients and our community. We show up for each other and for the families we serve, day in and day out. If you value relationships, take pride in your work, and want to be part of a company rooted in purpose, we’d love to meet you. 

Requirements

What We’re Looking For

• At least 3 years of experience as a Personal Lines Account Manager (5 years preferred) 
• Someone who’s passionate about helping others and building lasting client relationships 
• Solid organizational skills, someone self-motivated with the ability to manage multiple priorities with ease 
• A clear communicator who listens well and explains coverage in a way clients can understand 
• A current Property & Casualty license  
• Someone tech-savvy and comfortable with agency management systems and digital tools