Personal Lines Account Manager

Job Overview – Personal Lines Account Manager

Compensation: $60,000 – $75,000/year + quarterly bonus

Location: Providence County, RI

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Personal Lines Account Manager in Providence County, RI for our client, supporting personal insurance account management and client service. This role is responsible for managing a book of personal lines business, servicing client accounts, coordinating policy changes, and ensuring an exceptional customer experience throughout the policy lifecycle. The ideal candidate is a detail-oriented insurance professional with strong relationship management skills and experience supporting personal lines clients.

• Client Relationship Management: Serve as the primary contact for a portfolio of personal lines clients while providing responsive service and building long-term relationships.
• Policy Administration: Process policy endorsements, renewals, cancellations, reinstatements, and coverage updates while maintaining accurate policy information.
• Renewal Management: Manage policy renewals, prepare renewal quotes, and communicate proactively with clients to review coverage needs before policy expiration.
• Billing & Documentation: Assist with billing inquiries, maintain accurate client records, and ensure documentation complies with agency procedures and regulatory requirements.
• Carrier Coordination: Partner with insurance carriers, lenders, and internal team members to resolve policy issues and support ongoing account servicing.
• Account Development: Identify opportunities to recommend additional insurance products and support the continued growth of existing client relationships.

• Education: High school diploma or equivalent is required. Bachelor's degree is preferred.
• Licensure: Active Property & Casualty insurance license is required.
• Experience: 2+ years of personal lines insurance account management or client service experience is required.
• Industry Knowledge: Strong knowledge of personal lines insurance products, policy coverage, renewals, endorsements, and underwriting practices is required.
• Technical
  
  Skills:
  
  Experience with agency management systems such as Applied Epic or similar platforms and proficiency with Microsoft Office Suite are required.
• Skills & Attributes: Strong communication, customer service, organizational, and problem-solving skills with the ability to manage multiple priorities, maintain attention to detail, and build lasting client relationships are required.