Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a well-established independent insurance agency. This role is responsible for managing a book of personal lines business from A–Z servicing while delivering exceptional client service in a collaborative, team-oriented environment.

Responsibilities

• Manage an assigned book of business consisting primarily of standard middle-market personal lines accounts, with occasional high-net-worth accounts.
• Handle all aspects of account management, including policy changes, rewriting, marketing, billing, endorsements, and Certificates of Insurance (COIs).
• Quote new and renewal business as needed.
• Provide exceptional customer service and maintain strong client relationships.
• Collaborate with internal teams to ensure seamless service delivery.
• Maintain accurate client and policy documentation within agency management software.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Minimum of 2+ years of agency experience in personal lines insurance; captive agency experience will also be considered.
• Familiarity with agency management software is preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, team-oriented environment.

Compensation Package

• Base Salary: $40,000 - $60,000 (commensurate with experience)
• Comprehensive benefits package

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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