Personal Lines Account Manager

Job Description

We're looking for an enthusiastic and client-focused Personal Lines Account Manager to join our growing team!

Your primary goal is to build strong, positive relationships with both new and long-term clients, ensuring client satisfaction, retention, and overall agency growth. You’ll be the go-to person they trust, making sure they’re happy, supported, and sticking with us for the long haul.

• Manage day-to-day service needs for personal lines clients, including policy changes, endorsements, billing inquiries, and claims support.
• Evaluate client needs and recommend appropriate insurance solutions tailored to their needs.
• Shopping and remarketing coverage when needed.
• Build and maintain strong, trust-based relationships with clients through consistent, proactive communication.
• Maintain accurate and up-to-date client records in the agency management system (e.g., Salesforce).
• Stay informed on carrier offerings, underwriting guidelines, industry trends, and compliance requirements.
• Working closely with virtual assistants and teammates to create smoother processes.
• Represent the agency in a professional, knowledgeable, and service-oriented manner.
• Sharing ideas that make our team stronger and more efficient.

Qualifications

• Education: High school diploma or equivalent required; college degree preferred.
• Licensing: Active property and casualty required (or ability to obtain within 90 days).
• Experience: Minimum 2-3 years of experience in personal lines insurance.
• Proven track record of meeting or exceeding sales goals.
• Knowledge of common personal insurance products (e.g., home, auto, renters, umbrella).

Skills & Competencies

• Strong interpersonal and communication skills, both verbal and written.
• Strong analytical and problem-solving abilities.
• Proven ability to build rapport and close sales in a competitive environment.
• Self-motivated, goal-oriented, and able to work independently.
• High level of organization and attention to detail.
• Proficiency in CRM and agency management systems.

Benefits

• Competitive base salary.
• Health, dental, and vision insurance after 30 days of employment.
• 401(k) plan after 500 hours of employment.
• Paid time off and holidays, plus one floating holiday.
• Professional development and continuing education opportunities.
• A values-driven culture that puts people first.