Job Title: Personal Lines Account Manager

 

Job Summary:
An established, independent insurance agency is seeking an experienced Personal Lines Account Manager to oversee a mixed book of standard and private client accounts. This role involves full-service account management, maintaining strong relationships with clients and carriers, and occasionally assisting with new business efforts. The position offers a collaborative, professional environment with a focus on personalized service and long-term client relationships.

 

Responsibilities:

• Manage a personal lines book valued at approximately $500K–$600K in premium.
• Provide full account servicing (A–Z, excluding billing) for both standard and private client accounts.
• Process policy changes, endorsements, renewals, and certificates.
• Deliver high-touch client service tailored to varying coverage needs.
• Accurately document activities and maintain records in AMS360.
• Assist with quoting and onboarding of new business as needed.
• Build and maintain strong client and carrier relationships.
• Collaborate with team members to ensure exceptional service delivery.

 

Qualifications/Requirements:

• 2+ years of personal lines account management experience.
• Experience working with both standard and private client accounts.
• AMS360 experience strongly preferred.
• Experience with multiple carriers.
• Strong organizational skills and ability to communicate effectively with clients.
• Active Property & Casualty license required.

 

Compensation Package:

• Compensation: $65K–$80K (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

 

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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