Personal Lines Account Manager

Overview

Are you looking for a stable, positive work environment where your work is appreciated and your input counts?

Our client is seeking a service-driven, detail-oriented Account Manager to join our growing personal lines team. This role involves managing and servicing a book of personal lines clients with professionalism and care. At this agency, you’re not just a number, you’re part of a team that values long-term relationships, both with our clients and our employees.

• Family-Owned and Operated: leadership is local, accessible, and personally invested in your success.
• Growing, Not Selling: As they expand, they remain proudly independent and have no intention of selling to a large brokerage.
• Career Growth is Encouraged: They support continuing education, licensing, and professional development so you can grow with the agency.
• Team-Oriented Atmosphere: You’ll work with experienced, supportive colleagues who want to see you succeed.
• Your Voice Matters: Employee input is welcomed and often implemented.
• People Stick Around: Team members have an above-average tenure because they love where they work, and it shows.

• Manage and service a personal lines book of business (home, auto, umbrella, etc.)
• Handle policy changes, renewals, endorsements, cancellations, and billing inquiries
• Respond to client questions and requests in a timely, professional manner
• Quote new business and shop renewals as needed
• Maintain accurate and organized client files in the agency management system
• Educate clients on coverage options and provide guidance tailored to their needs
• Collaborate with Producers, Account Executives, and Carriers to ensure client satisfaction
• Stay current on carrier underwriting guidelines and industry trends

• Active Property & Casualty insurance license (required)
• Minimum of 2 years’ experience working in an agency setting
• Familiarity with agency management systems (e.g., AMS
  360, Applied Epic)
• Strong customer service, communication, and organizational skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to manage multiple tasks and deadlines efficiently
• Team-oriented with a proactive and positive attitude
• Bilingual (English/Portuguese) is a plus
• Experience working with multiple carriers and markets