Personal Lines Account Manager

Job Summary

Personal Lines Account Manager – Foley branch, part of Princeton Insurance Agency, now a One Digital family member. The role manages the day‑to‑day operations of a book of Property/Casualty business, ensuring service excellence and client satisfaction.

• Quote new business as directed by producers and collect necessary client data.
• Build relationships with clients and answer basic insurance questions.
• Maintain ongoing business contact with clients.
• Issue evidence of insurance when needed.
• Process billing for new and renewal policies.
• Process change requests from clients, setting an activity for receipt of the endorsement from the insurer.
• Process endorsements, checking for accuracy.
• Update the Applied/Epic system and the shared drive to reflect changes during the coverage term.
• Generate  and certificates of insurance as necessary.
• Complete preliminary policy review once issued.
• Follow up on open activities.

• 2–3 years of insurance experience.
• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to navigate vendor or agency management systems; experience with Applied/Epic is a plus.
• Strong organizational skills, attention to accuracy and detail, and the ability to manage client needs and multi‑task.

• Base pay range: $26 to $30 per hour, dependent on skills, education, qualifications, professional experience, and location.
• Potential variable compensation, commission, or annual bonus based on individual and company performance.
• Health, wellbeing, retirement, and other financial benefits.
• Paid time off and overtime pay for non‑exempt employees.
• Robust learning and development programs.
• Reimbursement of job‑related expenses per company policy and eligible employee perks and discounts.

One Digital is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants regardless of veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy, national origin, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by federal, state, or local law.