Insurance Account Manager

About Us

We are an established insurance agency working with National and Regional Carriers, focused on providing quality personal lines insurance (home, auto, umbrella, renters, flood, and specialty coverage, among others).

Position Overview

The Personal Lines Account Manager is responsible for managing and servicing a book of personal lines insurance clients. This role ensures that clients receive excellent customer service, accurate coverage recommendations, and timely policy management. The Account Manager works closely with producers, carriers, and clients to maintain retention, identify cross-selling opportunities, and resolve service issues.

This role offers a minimum base salary of $4,500 per month. Successful candidates can earn up to $80,000 per year, including commission and bonus incentives.

Salary Range: $55000.00 - $80000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Evenings Off

Career Growth Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

401K

Team Meetings

Paid Sick Leave

Bonus Opportunities

Responsibilities

• Act as the primary point of contact for assigned personal lines clients.
• Provide responsive and professional service for coverage questions, billing issues, claims assistance, and policy changes.
• Conduct regular account reviews to ensure coverage adequacy and identify coverage gaps.
• Proactively manage renewals to maintain high retention levels.
• Policy Management
• Quote, bind, and issue new and renewal policies using carrier systems and comparative raters.
• Process policy endorsements, cancellations, and reinstatements.
• Ensure accurate data entry and documentation in the agency management system (AMS).
• Verify the accuracy of policies, endorsements, and invoices received from carriers.
• Sales Support & Growth
• Identify opportunities to cross-sell additional personal lines products (home, auto, umbrella, specialty, etc.).
• Support producers in generating new business through quoting and application assistance.
• Providing referrals leads to commercial lines or life/financial services teams when appropriate.

• A Property & Casualty License is required.
• 2+ years of Insurance experience required.
• Strong computer and technical skills, including Microsoft Office Suite.
• Detail-oriented with the ability to multitask.
• A team player who is a critical thinker and an out-of-the-box problem solver.