Personal Lines Manager

Personal Lines Account Manager Job Description 

Qualifications

• Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role or CSR
• Proven track record of client relationship management and retention
• Strong knowledge of personal lines insurance products and coverage options
• Excellent communication and interpersonal skills
• Detail-oriented with strong organizational and time management abilities
• Proficient in insurance management software and Microsoft Office Suite
• Ability to work independently and as part of a team
• Sales-oriented mindset with the ability to identify and capitalize on opportunities

Benefits

• $60,000 - $70,000 per year, plus Bonus, Commission, and Renewals.

Responsibilities

• The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention
• Client Service and Relationship Management 
• Sales and Cross-Selling
• Build and maintain strong relationships with clients
• Respond promptly to client inquiries and provide expert advice on insurance products
• Conduct regular client reviews to ensure coverage meets their evolving needs
• Handle new business, renewals, and policy changes efficiently
• Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance
• Process policy endorsements, cancellations, and reinstatements
• Ensure all documentation and client records are accurately maintained in the system
• Provide quotes and assist clients in selecting appropriate coverage
• Achieve sales targets and contribute to the growth of the personal lines book of business
• Work as a team