Account Manager - Personal Lines

Essential Duties

• Market and place both new and renewal business with insurance carriers.
• Partner with Producers to retain and grow the book of business, identify coverage gaps, and uncover cross-selling opportunities.
• Manage the renewal process, including preparing submissions, obtaining carrier quotes, reviewing coverage options, and binding coverage.
• Serve as a primary point of contact for clients, responding to service requests and providing timely, professional communication.
• Process endorsements, policy changes, premium-bearing transactions, audits, cancellations, reinstatements, and non-renewals.
• Coincide with carriers and clients to resolve underwriting, billing, and coverage-related matters.
• Issue certificates, obtain loss runs, order MVRs, and collect required documentation to support underwriting and policy servicing.
• Review policies, endorsements, and carrier documents for accuracy and ensure all requested changes are properly completed.
• Maintain accurate and up-to-date client records, documentation, and file management within the agency management system.
• Support invoicing, billing, collections, and account maintenance activities as needed.
• Collaborate with underwriters, carriers, Producers, and internal team members to provide exceptional client service.

Requirements

• 2+ years of Personal Lines Account Manager experience in an independent insurance agency (required).
• Active Property & Casualty License.
• Experience with insurance agency management systems; Applied Epic experience preferred.
• Strong understanding of Personal Lines insurance products, underwriting guidelines, and carrier relationships.
• Excellent customer service skills with a commitment to building strong client and carrier relationships.
• Strong organizational and time-management skills with the ability to prioritize multiple responsibilities.
• Detail-oriented with the ability to meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office products.
• Ability to multitask, adapt to changing priorities, and work both independently and collaboratively.