Personal Lines Account Manager

Posted 06 June 2025
Salary50000
LocationLubbock
Job type Permanent
DisciplineAgency
Reference137726

Job description

PRIMARY FUNCTIONS:
  • Provide advice and counsel on personal lines matters to clients within an assigned personal lines book of business.
  • Meet daily servicing needs of our clients.
  • Ensure maximum retention of assigned personal lines book of business, and work pro-actively to re-market policies whenever appropriate.
 
MAJOR RESPONSIBILITIES:
  • Provide outstanding customer experience to the client through communication and willingness to help.
  • Maintain renewal and expiration lists for client policies.
  • Complete quotes on renewing insurance policies through online rating tool or carrier websites.
  • Round out monoline accounts by offering quotes for additional lines of business.
  • Create auto ID cards.
  • Run various reports, scanning, processing of policies and policy changes.
  • Maintain relationships with carrier underwriters.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Perform special projects or other duties at management’s request.
 
QUALIFICATIONS:
  • Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
  • Strong attention to detail is necessary.
  • Must project a positive attitude, be approachable, and exhibit a professional appearance, manner, and demeanor.
  • The candidate must maintain an organized work environment and perform basic math skills (addition, subtraction, multiplication & division).
  • Prior insurance experience is required and a working knowledge of AMS360 is a plus.
  • Candidate must have a General Lines Property & Casualty insurance license per state requirements.
  • Candidate must possess a 'team' mentality and display the ability to successfully work within a team structure.
  • Minimum two years’ experience in similar position is desirable.
 

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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