Job Summary
The Personal Lines Account Manager supports clients with service needs and account changes, ensuring service and sales delivery standards are met. This role partners with Producers to handle new and renewal business, maintaining high-quality service levels and contributing to overall agency performance.

Responsibilities

• Deliver exceptional customer service to new and existing clients, addressing inquiries and resolving service issues promptly
• Collaborate with Producers to prepare and submit applications for new and renewal business, ensuring all required information is accurate and complete
• Conduct rating for policy quotations and issuance using carrier websites or rating software
• Generate proposals, binders, certificates, account summaries, endorsements, policies, and lost policy releases as requested
• Maintain follow-up and suspense files for outstanding orders, correspondence, audits, and reports; update and monitor the expiration control log
• Coordinate delivery or mailing of policy documents and correspondence to clients; initiate communication with carriers and insureds as needed
• Request and track renewals, endorsements, audits, and cancellations to guarantee timely issuance of coverage
• Investigate reasons for cancellation requests, implement actions to retain accounts, and notify Producers of status according to agency guidelines
• Meet with carrier representatives to stay informed about appetite changes, underwriting guidelines, and other policy updates
• Review all client- and carrier-facing activities to identify and prevent potential errors or omissions
• Foster positive internal relationships and contribute to a collaborative organizational culture
• Perform additional duties as assigned to support agency goals

Qualifications/Requirements

• Prior experience in personal lines insurance or a related insurance service role
• Strong knowledge of personal lines products, coverages, and carrier rating platforms
• Excellent verbal and written communication skills for client and carrier interactions
• Highly organized, detail-oriented approach with the ability to manage multiple tasks and deadlines
• Proficiency with agency management systems and standard office software (e.g., Microsoft Office Suite)
• Demonstrated problem-solving skills and commitment to maintaining service quality standards
• Ability to work collaboratively with Producers and other team members to achieve service and sales objectives
• Commitment to upholding agency procedures and compliance requirements
• Holds an active P&C (Property and Casualty) insurance license

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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