Personal Lines Account Manager

Personal Lines Account Manager Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team at an independent insurance agency. In this role, you will be responsible for managing and servicing a designated book of business, focusing on personal lines insurance such as home, auto, umbrella, renters, and specialty policies. The ideal candidate will excel in a fast-paced environment, demonstrate exceptional client service skills, and maintain strong relationships with multiple insurance carriers.

This is an excellent opportunity for a motivated professional to contribute to account retention and drive organic growth within a dynamic agency setting.

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities

• Manage a personal lines book of business, including home, auto, umbrella, renters, and specialty policies
• Serve as the primary point of contact for clients, delivering responsive and consultative service
• Conduct renewal reviews and proactively remarket accounts when necessary
• Prepare new business and renewal quotes using multiple carrier platforms and comparative rating systems
• Process endorsements, policy changes, renewals, cancellations, and reinstatements
• Review policies for accuracy and identify coverage gaps, providing appropriate recommendations
• Build and maintain strong relationships with carrier underwriters and service representatives
• Assist producers with cross-selling and account rounding opportunities
• Document all client communications and activities in the agency management system
• Support client retention initiatives and contribute to the agency's growth objectives

• Active Property & Casualty (P&C) license
• Minimum of 2 years of experience in personal lines insurance within an agency setting
• Proven experience working with multiple insurance carriers
• Strong understanding of coverage forms and underwriting guidelines
• Proficiency with agency management systems (e.g., Applied, Vertafore, etc.); experience with AMS
  360 is a plus
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities effectively