Personal Lines Account Manager

We areseekinga detail-oriented, customer-focused
Personal Lines Account Manager
to join our growing insurance agency. This roleis responsible for managing and servicing a book of personal insurance clients, ensuring their policies are current,accurate, and tailored to meet their specific needs. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation,-paying close attention to any policy changes, important deadlines, and legal regulations. You will help clients understand their coverage,assist with any endorsements or billing inquiries as needed, and ensure all relevant data is properly tracked in our secured systems.

Additionally, you willbe responsible formaintainingthe renewal report to ensuretimelypolicy renewals and proactive client service.

• Client Communication & Service:
• Serve as the primary point of contact for a designated book of personallinesbusiness.
• Respond promptly to client inquiriesregardingcoverage, billing, endorsements, and renewals.
• Build andmaintainstrong, long-term client relationships through proactive service and regular communication.
• Policy Management:
• Process endorsements, renewals, cancellations,andreinstatements accurately and efficiently.
• Monitor client accounts forinformationaccuracy, compliance, andtimelyupdates.
• Assistwithrenewalquoting with appropriate carriers, keepinga holistic approach to accounts.
• Assist clients, banks, and mortgage brokerswith billing inquiries, issues,and coordinate with carriers to resolve billing issues.
  
  Assist with inspection companies to ensure a positive client experience.
• Maintain up-to-date andaccurateclient records in the agency management system.
• Ensure all activities comply with regulatory requirements and internal procedures.
• Track policy deadlines, legal changes, and documentation requirements.

• Maintain and manage the renewal report to ensure all policies are reviewed,quotedand processedbeforeexpiration.
• Communicate proactively with clients during the renewal process to confirm ongoing needs and potential changes.
• Work closely with producers, underwriters, and service team members to support agencyprocesses andgoals.
• Coordinate with carriers on client-related needs and policy updates.
• Identify opportunities to cross-sell or upselladditionallines of coverage when appropriate.

• Education & Experience:
• College degree or equivalent experience
• Active Property & Casualty license required
• Strong knowledge of personal insurance products, including auto, home, renters, umbrella, and other property-related lines.
• Excellent verbal and written communication skills.
• Proficiency in agency management systems(Applied Epic, or similar).
• Strong organizational and multitasking abilities with sharp attention to detail.
• A proactive,solutions-focused mindset anda commitment to excellent service.

• Experience handling high-net-worth personallinesclients.
• Familiarity with multi-state or specialty personallinescoverages.
• Competitive salary based on experience, ranging from $55,000-$70,000 + Quarterly bonus
• Health and vision insurance
• 401(k) with company match
• Generous paid time off and holidays
• Continuing education and professional development support
• Friendly and supportive team environment