Personal Insurance Account Manager

Job Title:
Personal Insurance Account Manager

We are seeking a detail-oriented and customer-focused Personal Insurance Account Manager to join our team. In this role, you will manage a portfolio of personal insurance clients, ensuring exceptional service and accurate policy administration. You’ll act as the primary point of contact for clients, providing guidance on coverage options, handling renewals, and resolving inquiries.

• Manage and maintain a book of personal insurance accounts (home, auto, umbrella, etc.).
• Provide proactive client service, including policy reviews and coverage recommendations.
• Process policy changes, endorsements, and renewals accurately and on time.
• Respond to client inquiries regarding billing, claims, and coverage.
• Collaborate with carriers to obtain quotes and negotiate terms.
• Ensure compliance with company standards and regulatory requirements.
• Identify opportunities for cross-selling and upselling additional products.

• Required:
  • 2+ years of experience in personal lines insurance account management.
  • Active Property & Casualty license.
  • Strong knowledge of personal insurance products and carriers.
• Preferred:
  • Experience with agency management systems (e.g., Applied Epic, AMS
    360, Partner
    
    XE).
  • Excellent communication and problem‑solving skills.
  • Ability to work independently and manage multiple priorities.

• Competitive salary and performance-based incentives.
• Paid time off and professional development opportunities.
• Supportive team environment with growth potential.