Property & Casualty Insurance Account Manager

About the role

We are seeking an experienced Personal Lines Insurance Advisor to manage and grow a book of personal insurance clients. The ideal candidate will have experience in personal insurance, strong relationship-building skills, and a client-first approach. This role is ideal for someone who enjoys educating clients, understanding their insurance needs, and providing personalized coverage recommendations rather than taking a transactional sales approach.

Responsibilities

• Manage and grow a portfolio of personal insurance clients.
• Consult with clients regarding home, auto, umbrella, and life insurance needs.
• Assess client risks and recommend appropriate coverage options.
• Build and maintain strong, long-term client relationships.
• Proactively communicate with clients regarding renewals, policy changes, and life events.
• Assist clients with policy updates, renewals, and other insurance service needs.
• Provide clear explanations of coverage options and help clients make informed decisions.
• Maintain accurate client records and follow up consistently on outstanding items.
• Work with multiple insurance carriers to identify suitable coverage options.

Requirements

• Previous experience in personal lines insurance or a similar insurance role.
• Active Property & Casualty (P&C) License required.
• Strong communication and interpersonal skills.
• Excellent relationship-building and customer service abilities.
• Strong organizational skills and attention to detail.
• Consistent follow-up and time-management skills.
• Ability to analyze client needs and recommend appropriate insurance solutions.
• Professional, ethical, and client-focused approach.