Personal Lines Account Manager

Personal Lines Account Manager

Lake Michigan Insurance Agency (LMIA), part of Lake Michigan Credit Union, is seeking a detail-oriented and service-focused Personal Lines Account Manager to support our growing book of personal insurance business. This role is responsible for delivering exceptional service to Personal Lines clients, managing renewals and policy changes, and partnering closely with Producers and the Sales team to ensure member needs are met with accuracy, care, and professionalism.

The Person al Lines Account Manager will manage a designated group of accounts, working independently and collaboratively, and serving as a trusted resource to clients on coverage, billing, and policy servicing needs.

• Assist and educate clients on personal insurance coverages, exclusions, and policy options
• Respond to inbound client inquiries through a shared call queue in a timely and professional manner
• Answer billing questions and assist with payment processing
• Provide guidance on claims processes and carrier procedures when needed

• Process policy changes, endorsements, and premium payments using carrier websites and agency management systems
• Review and complete policy renewals, identifying opportunities for coverage improvement or cost savings
• Manage remarketing efforts when appropriate to ensure competitive coverage for clients
• Review and address non-renewals and cancellations, determining appropriate next steps

• Partner closely with Producers and the Sales team on new business and changes to existing accounts
• Respond to carrier underwriting requests and documentation needs in a timely and accurate manner
• Maintain clear documentation of client interactions and policy activity within agency systems

• Minimum of 1-3 years of similar or related insurance, financial services, or customer service experience.
• Associate degree (two-year college) or equivalent business/trade school coursework preferred; equivalent experience will be considered
• Active Property & Casualty license or willingness to obtain within a defined timeline
• Experience with AMS
  360 or similar agency management system is a plus

• Superior customer service skills and a client-first mindset
• Strong attention to detail and organizational ability
• Able to thrive in a high-volume, fast-paced environment
• Self-motivated and able to manage competing priorities
• Strong verbal and written communication skills
• Ability to work both independently and as part of a team

LMCU is an Equal Opportunity Employer

Entry level

Full-time

Sales and Business Development

Banking