Account Manager | Personal Lines

Description

The Person al Lines Account Manager is responsible for managing the complete service cycle for new and renewal personal insurance clients. This includes marketing, underwriting coordination, proposal delivery, binding, billing, and policy maintenance in Applied Epic. The role requires strong organizational skills, strict adherence to underwriting and agency standards, and proactive communication with clients and producers.

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals
• Assist with coverage placement, risk evaluation and recommending updates based on client needs
• Prepare and process policy documents including binders, , EOPs and insurance summaries
• Handle client billing needs- invoice processing, reconciliation and follow-up on outstanding items
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

• Active Property & Casualty Insurance License (required)
• Extensive knowledge of personal insurance products (home, auto, umbrella, collections, etc)
• Strong organization and time management abilities
• Excellent customer service, written and verbal communication skills
• Comfortable working independently and as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

• 3+ years experience with personal lines insurance is preferred, but not required
• Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
• Understanding of agency workflows and procedures

Our people are our most important asset, and we offer a friendly and flexible work environment. Benefits include a 401(k) plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.