Account Manager, Personal Lines

Key Responsibilities

• Manage and maintain an assigned book of personal lines business.
• Serve as primary point of contact for client service needs and account management.
• Own renewal process including proactive reviews 45 days in advance of policy expiration.
• Provide coverage recommendations and facilitate transitions between carriers as needed.
• Process policy changes including additions, deletions, and updates accurately and timely.
• Generate proof of insurance including ID cards and evidence of coverage.
• Handle quoting, applications, and service-related transactions.
• Document all client communications and activity within agency management system.
• Maintain accurate client and policy data within systems.
• Ensure accuracy and completeness of policies and documentation.
• Monitor accounts for issues and proactively resolve discrepancies.
• Maintain loss/claim files and provide updates to clients and internal stakeholders.
• Collaborate with carrier representatives to manage underwriting and policy servicing needs.
• Partner with internal teams to identify and route cross-sell opportunities.
• Support seamless communication between service, sales, and carrier partners.
• Identify and recommend additional products to expand client relationships.
• Support participation in sales and service meetings as requested.
• Stay informed on industry trends through continuing education and training.
• Continuously assess workflows for opportunities to improve service efficiency.
• Apply best practices in client servicing and account management.
• Ensure adherence to internal protocols and standards.

Qualifications

• A high school diploma or GED equivalent.
• 2+ years of personal insurance experience.
• A Pennsylvania Property and Casualty Insurance License.
• Proficiency with Microsoft Office Suite.
• Strong communication, prioritization, and customer service skills.
• Additional industry certifications or continuing education preferred.
• Experience working with agency management systems preferred.
• Demonstrated ability to identify cross-sell opportunities preferred.