Personal Lines Insurance Account Manager

Key Responsibilities

• Ownership of client relationships within an assigned book of business.
• Accountability for service delivery, coverage consultation, and renewal execution.
• Acting as subject matter expert in Personal Lines insurance for clients and producers.
• Partnering with clients, producers, and carriers to align coverage solutions to needs.
• Direct execution of quoting, binding, and underwriting new and renewal business.
• Preparation and submission of bid specifications and comparison of carrier responses.
• Processing endorsements, claims, and new case installations.
• Cooking enrollment processes and gathering required documentation.
• Creation and maintenance of accurate client records and case files.
• Ensuring accuracy and quality of policies, proposals, and documentation.
• Preparing pre-renewal materials and renewal proposals.
• Making monitoring renewal cycles and addressing service needs proactively.
• Partnering with clients, producers, and carriers to evaluate needs and present recommendations.
• Supporting alignment and communication across stakeholders.
• Ensuring smooth coordination of renewals, new business, and ongoing service.
• Supporting retention and growth of the assigned book of business.
• Participating in service improvements and adapting to market and carrier changes.
• Identifying opportunities to improve efficiency and service delivery.
• Staying current on industry trends, carrier appetite, and underwriting capabilities.
• Recommending solutions to enhance client outcomes and pricing strategies.

Qualifications

• Minimum 3 years of Personal Lines insurance experience.
• Strong understanding of personal lines coverages and insurance marketplace.
• Property & Casualty License required.
• Strong communication, organizational, and relationship management skills.
• Experience working in a local insurance agency (preferred).
• Prior Property & Casualty client management experience (preferred).