Personal Lines Account Manager

Personal Lines Account Manager
Patriot Growth Insurance Services |
Remote |
Full-Time

As a Personal Lines Account Manager, you play a critical role in helping clients protect what matters most. You'll serve as a trusted resource for policy service, coverage guidance, account maintenance, and relationship management while delivering a responsive, high-quality client experience. In this role, you'll manage day-to-day service needs for a personal lines book of business, working closely with producers, renewal specialists, carriers, and account support teammates.

Your expertise and attention to detail will help ensure policies remain accurate, clients stay informed, and service requests are handled efficiently throughout the policy lifecycle.

• Build and strengthen relationships with clients, carriers, producers, and internal partners to deliver exceptional service.

• Manage policy changes, endorsements, billing inquiries, and service-related requests with accuracy, responsiveness, and attention to detail.

• Review policy documentation and coverage changes to ensure alignment with carrier requirements, agency procedures, and compliance standards.

• Coordinate new business onboarding activities to support a seamless transition from the sales process to ongoing account service.

• Identify coverage gaps, account rounding opportunities, and additional client needs, partnering with producers to support client retention and growth.

• Facilitate communication between clients, carriers, and internal teams to resolve issues and maintain a positive client experience.

• Support mid-term remarketing efforts and manage account servicing activities throughout the policy lifecycle.

• Maintain accurate documentation, account records, and system updates to support operational excellence and regulatory compliance.

• A client-focused professional who enjoys building long-term relationships and providing trusted guidance.

• Highly organized, with the ability to prioritize multiple responsibilities and manage competing deadlines.

• Detail-oriented and committed to accuracy when processing policy transactions and maintaining client records.

• A proactive problem solver who takes ownership of issues and works diligently toward resolution.

• An effective communicator who can clearly explain coverage, policy changes, and service-related information.

• A collaborative teammate who works well across departments and contributes to a positive team environment.

• Committed to continuous learning and staying informed about industry trends, carrier updates, and insurance best practices.

• 1 to 3 years of experience in sales, account management, customer service, insurance servicing, or a related client-facing role.

• High School Diploma, GED, or Associate Degree in Business Administration or a related field.

• Florida 2-20 Property & Casualty Insurance License or Florida 20-44 Personal Lines Insurance License.

• Strong knowledge of personal lines insurance products, coverage concepts, underwriting principles, and client service practices.

• Excellent verbal and written communication skills.

• Strong organizational and time management abilities.

• Ability to build and maintain strong client relationships while delivering a high level of service.

• Proficiency with CRM platforms, Microsoft Office Suite, and business technology tools.

• Experience with in the Property & Casualty insurance industry.

• Bachelor's Degree in Business Administration, Marketing, Sales, or a related field.

• Experience working with multiple insurance carriers and agency management systems.

• Familiarity with account remarketing, account rounding, and cross-selling opportunities.

• Demonstrated ability to identify coverage gaps…