Personal Lines Account Manager

Responsibilities

• Manage and service an assigned book of small commercial lines business, including renewals, policy changes, billing inquiries, and day-to-day account servicing.
• Build and maintain strong professional relationships with clients, carriers, and internal team members.
• Deliver proactive risk management guidance tailored to client operations and exposures.
• Review client insurance needs regularly to help ensure coverage remains aligned with changing business operations.
• Provide responsive, high-quality customer service and address client concerns in a timely manner.
• Support new business production efforts in collaboration with producers and account executives.
• Evaluate client risk exposures and recommend appropriate coverage solutions.
• Collaborate with internal teams to identify and support process improvement initiatives that enhance the client experience.
• Participate in client and carrier meetings as needed.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• 2+ years of commercial lines insurance experience preferred.
• Strong communication, customer service, and relationship management skills.
• Strong attention to detail with the ability to manage multiple priorities effectively.
• Excellent analytical, organizational, and problem-solving abilities.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Familiarity with agency management software, including Applied EPIC, preferred.
• Understanding of commercial insurance workflows and servicing procedures.
• Ability to work both independently and collaboratively within a team environment.

Pay

Salary range: $50,000 – $60,000 annually, with flexibility based on experience and qualifications.

Benefits

Competitive benefits package. 401(k) plan with company match. Paid time off. Professional development and career growth opportunities.