Personal Lines Account Manager / Client Concierge

Job Summary
Manage a portfolio of personal lines insurance clients by delivering exceptional service and fostering long-term loyalty. Serve as the primary point of contact for policy inquiries and changes, while also providing concierge-level administrative support to ensure a seamless client experience.

Responsibilities

• Greet and assist visitors and callers with professionalism and urgency
• Answer, screen and direct incoming calls; maintain a courteous telephone presence
• Operate and troubleshoot office equipment (scanner, copier, fax, postage machine)
• Process and distribute incoming mail; assist with typing, mailing and data-entry projects
• Maintain a tidy, well-organized reception and office area

• Prepare and distribute binders, certificates, ID cards, endorsements, policies and account summaries
• Rate, quote and submit change requests via carrier websites and agency management systems
• Generate invoices and finance agreements; track and report on account balances and expirations
• Educate clients on coverage details, exclusions and policy updates
• Document all client interactions, correspondence and policy changes in electronic files
• Adhere to agency procedures and E&O guidelines
• Support special projects and provide technical assistance to advisors as needed

Qualifications/Requirements

• Active Pennsylvania P&C (Property & Casualty) insurance license
• Proven experience in a client-facing insurance role (virtual and in-person)
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and agency management systems
• Exceptional verbal and written communication skills
• Strong organizational skills with keen attention to detail
• Professional appearance and demeanor; high level of integrity and work ethic
• Ability to handle confidential and sensitive information appropriately
• High school diploma or equivalent required; Associate or Bachelor’s degree and industry designations preferred

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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