Job Title: Personal Lines Account Manager

Job Summary:
Seeking an experienced Personal Lines Account Manager to provide high-quality service and support for personal lines insurance clients. This role is responsible for handling day-to-day account servicing needs, processing policy documentation, and ensuring client satisfaction through timely and professional communication. Ideal candidates will be detail-oriented, efficient, and capable of managing multiple priorities within an independent agency environment.

Responsibilities:

• Deliver excellent customer service and maintain positive client relationships
• Process policy changes, endorsements, renewals, and audits
• Issue certificates of insurance, auto ID cards, and EPIs
• Assist with claims processing and follow-up
• Issue and renew surety and miscellaneous bonds
• Prepare and process finance contracts and client invoices
• Perform various administrative and service-related tasks as needed

Qualifications/Requirements:

• Active Property & Casualty (P&C) insurance license required
• Minimum of 2 years of experience in a personal lines role, preferably within an independent agency setting
• Proficiency in insurance agency management systems and common processing tools
• Strong communication skills and attention to detail
• Ability to prioritize tasks, manage deadlines, and work independently or within a team environment

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.

#LI-CH2