Personal Lines Account Manager

About the role

The Liberty Company Insurance Brokers and our Partners at The Buren Insurance Group offer an exciting hybrid opportunity for a Personal Lines Account Manager, with the ability to commute to one of our offices in Ashland, Lodi, Richland, or Wooster, Ohio. The role features an award‑winning company culture, a competitive salary, a generous benefits package, PTO, holiday pay, employee wellness and stress‑relief programs, and opportunities to give back to the community. In this position you will provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner, handling all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts per agency procedures and carrier guidelines—including processing applications, policy changes, account reviews and renewal remarkets, up‑selling existing policies, and cross‑selling new policies—and supporting company growth by working with producers, management, and other personnel on special projects or duties as directed.

Responsibilities

• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Primarily responsible for standard and non‑standard Personal Lines accounts.
• Process all applications, policies and endorsements for clients, review for accuracy.
• Update Applied EPIC policy accounts with the most current information as received.
• Review renewals for significant changes, alert producer as needed.
• Follow up on notices of non‑payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
• Respond to carrier memos and process any necessary updates.
• Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
• Process claim reports according to carrier procedures or forward to Liberty claims dept. as needed.
• Process agency bill renewals & invoicing.
• Review monthly Aged Accounts Receivables Report provided by accounting dept.; inform producers of all important activities on their accounts.
• Offer a cross‑sell to every client that has only one line of business with the company.
• Quote higher limits and coverages when processing endorsements for potential up‑sell.
• Market renewal business as appropriate; alert producer of possible rewrite.
• Service the company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e‑mails within an acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g., ID cards, certificates, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in EPIC.
• Utilize Applied EPIC suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Qualifications

• Education requirement: High school diploma or equivalent is required; college degree preferred.
• DOI P&C License required.
• Knowledge of Applied EPIC system desirable.
• Good listening skills and attention to detail are important.
• Knowledge of personal lines insurance and products is essential.

Benefits

• Competitive salary
• Generous benefits package
• Paid time off (PTO)
• Holiday pay
• Employee wellness programs
• Stress‑relief programs
• Opportunities to give back to the community
• Award‑winning company culture