Personal Lines Account Manager

Position Overview

We are seeking an experienced Account Manager to join our Personal Lines Insurance Department. This role will focus on servicing existing clients while also handling new business opportunities generated through incoming calls and online inquiries. This is a customer-service-focused position with no cold calling or outbound sales requirements.

The ideal candidate is passionate about helping clients, building strong relationships, and providing personalized insurance solutions.

Key Responsibilities

• Develop and maintain strong relationships with personal lines clients.

• Provide exceptional customer service and respond promptly to client inquiries.

• Service personal lines policies, including:

  • Homeowners

  • Auto

  • Boat

  • Umbrella

  • Other personal insurance products

• Prepare and review quotes for personal lines policies.

• Evaluate policy renewals and recommend appropriate coverage.

• Assist clients with billing-related questions and issues.

• Provide support and guidance with insurance claims.

• Understand client needs and recommend suitable coverage options.

• Maintain accurate client information and documentation.

• Collaborate with team members to ensure a high level of customer satisfaction.

Required Qualifications

• Previous experience in the insurance industry or a related field.

• Knowledge of personal lines insurance products and coverage.

• Strong customer service and relationship-building skills.

• Excellent verbal and written communication skills.

• Strong analytical and problem-solving abilities.

• Proficiency with Microsoft Office and CRM systems.

• Ability to quickly build rapport with clients.

• Strong attention to detail and organizational skills.

• Ability to work independently as well as part of a team.

• Willingness to go above and beyond to support customers and coworkers.

Preferred Qualifications

• Knowledge of applicable insurance regulations and industry standards.

• Experience handling personal lines accounts from quoting through renewal.

• Experience assisting with billing and claims inquiries.

Benefits

• 401(k) program

• Health insurance

• Paid time off