Job Title: Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a dynamic team. In this role, you will serve as a primary point of contact for clients, building strong relationships and providing exceptional service while meeting their personal insurance needs. The ideal candidate will possess outstanding communication skills, a strong background in insurance account management, and a desire to contribute to a culture of excellence. This is a great opportunity to work in a collaborative and supportive environment where your expertise will drive customer satisfaction and retain long-lasting client relationships.

Responsibilities

• Manage a portfolio of personal lines insurance accounts by providing proactive and responsive service to clients.
• Build and nurture strong client relationships by understanding their specific insurance needs and offering tailored solutions.
• Assist clients with policy changes, claims inquiries, billing questions, and coverage reviews with a high level of professionalism and accuracy.
• Partner with insurance carriers to ensure policies are issued and maintained effectively.
• Proactively identify opportunities for coverage adjustments or upgrades and present relevant options to clients.
• Stay up-to-date on industry changes, company products, and regulatory requirements to provide accurate and relevant advice to clients.
• Collaborate with internal teams to resolve issues and ensure seamless client experiences.
• Prepare and present insurance proposals for new clients or renewals with a focus on education and transparency.
• Maintain thorough and accurate documentation for all client interactions and account activities.

Qualifications/Requirements

• Minimum of 2 years of experience in personal lines insurance or account management roles.
• A valid Property and Casualty Insurance License is required (or willingness to obtain).
• Strong knowledge of personal insurance products, including auto, home, rental, and umbrella policies.
• Exceptional interpersonal, communication, and active listening skills.
• Proven ability to multi-task, prioritize, and operate in a fast-paced environment with high attention to detail.
• Proficiency in using insurance software tools, CRM systems, and MS Office applications (Word, Excel, Outlook).
• Client-focused mindset with the ability to resolve conflicts and manage challenges effectively and empathetically.

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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