Account Manager

Job Description

Lighthouse Insurance Agency is looking for an experienced Personal Lines Account Manager to manage a book of personal auto, home, and umbrella accounts in our Fairfield, OH office. This role is for someone who already knows the rhythm of personal lines servicing — renewals, endorsements, claims support, carrier relationships — and is ready to run with an established book from day one with minimal ramp-up.

You’ll be the client's trusted point of contact and the reason they stay with Lighthouse year after year. We’re looking for someone who brings both relationship warmth and operational discipline — the kind of person who catches a coverage gap before the client ever notices it. As part of applying, you’ll complete a short assessment that helps us confirm the fit is right on both sides before we move forward.

• Paid Time Off (PTO)
• Dental Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan

Care for an assigned book of personal lines clients, independently handling policy changes, endorsements, and coverage questions

Proactively manage the renewal cycle — reviewing coverage gaps, flagging rate changes, and reaching out ahead of issues

Issue certificates of insurance and evidence of coverage as needed

Guide clients through claims intake and the first steps after a loss

Actively identify and act on cross-sell and account-rounding opportunities (auto, home, umbrella, life)

Maintain accurate, up-to-date client records in our agency management system

Communicate promptly and professionally across phone, email, and text — most clients expect a same-day response

Partner directly with producers and underwriters across our carrier partners to resolve issues quickly

Mentor newer team members as the agency grows

Maintain full compliance with agency documentation standards on every account touch

Active Ohio Property & Casualty insurance license required

1+ year of personal lines account management or CSR experience required

Working knowledge of personal lines carriers, coverage forms, and rating factors

Strong attention to detail — this role involves policy documents and coverage nuances where accuracy matters

Excellent verbal and written communication skills, with a genuine, client-first tone

Proven ability to manage a high volume of client interactions while staying organized under pressure

Experience with agency management systems (AMS
360, EPIC, Momentum/Now Certs, or similar) preferred

A team-oriented mindset with the confidence to work independently

High school diploma required; associate's or bachelor's degree a plus