What are the responsibilities and job description for the Experienced Personal Lines Account Manager position at Aitken And Ormond Insurance Agency?
Location: St. Clair, MI Personal Lines Office
Pay Scale: Based on Exp. $50K - $60K, plus bonuses
Position Summary
We are seeking an experienced Personal Lines Account Manager to manage and retain a portfolio of personal insurance clients while delivering exceptional customer service. This role is responsible for servicing accounts from quoting through renewal, advising clients on coverage needs, and supporting agency growth through strong client relationships and retention strategies.
Key Responsibilities
Client & Account Management
- Manage a book of personal lines accounts including auto, homeowners, renters, umbrella, and specialty lines
- Serve as the primary point of contact for assigned clients
- Review policies for accuracy and coverage adequacy
- Conduct proactive renewal reviews
Policy Servicing
- Prepare new business quotes, endorsements, and renewals
- Process carrier submissions and bind coverage
- Resolve billing, claims, and underwriting issues
- Maintain accurate client records
Consultative Sales & Retention
- Identify cross-sell and upsell opportunities
- Educate clients on coverage options
- Support retention initiatives
Carrier & Team Collaboration
- Maintain strong carrier relationships
- Stay current on carrier guidelines
- Collaborate with internal teams
Required Qualifications
- 3 years of personal lines experience
- Active Property & Casualty license
- Knowledge of personal lines products
- Experience with agency management systems
Preferred Qualifications
- 5 years agency experience
- CIC, CISR, or similar designation
Compensation & Benefits
- Competitive salary
- Health, dental, vision
- PTO and holidays
- Retirement plan
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