Job ID:
159031
Published date:
08/19/2026
Summary
Job Title: Personal Lines Account Manager
Job Summary
Seeking a dedicated Personal Lines Account Manager to manage and nurture relationships with individual clients, ensuring their insurance needs are met. This role involves proactive communication, problem-solving, and account management to deliver exceptional service. The ideal candidate is a skilled communicator with a strong passion for aiding clients with their personal insurance needs.
Key Responsibilities
- Build and maintain strong relationships with individual clients, providing personalized insurance policy guidance.
- Assist clients in identifying their personal insurance needs and recommend suitable solutions such as home, auto, and renters' policies.
- Oversee a portfolio of accounts and ensure proactive communication about renewals, claims, and updates.
- Assess and manage risks associated with personal lines policies while offering appropriate coverage recommendations.
- Respond to client inquiries and concerns promptly with exceptional customer service.
- Collaborate with insurance carriers and internal teams to process policy changes, renewals, and endorsements.
- Explain insurance policies to clients in detail, including coverage terms, exclusions, and conditions.
- Handle billing, premiums, and payments, and assist with resolving billing-related issues.
- Remain updated on industry trends, regulatory changes, and new insurance products to provide the best solutions.
Qualifications/Requirements
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Experience & Skills:
- Proven experience as an Account Manager, preferably in personal lines insurance, or a related role.
- Knowledge of personal insurance products, including auto, home, and liability policies.
- Exceptional communication, interpersonal, and negotiation skills to build trust and long-term client relationships.
- Strong organizational skills with the ability to manage multiple tasks in a fast-paced environment.
- Proficiency in insurance software, CRM platforms, and Microsoft Office Suite.
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Education & Licensing:
- Bachelor’s degree in Business, Finance, or related field (preferred, not required).
- Active Property and Casualty Insurance license or ability to obtain within a designated timeframe.
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Core Competencies:
- Client-focused with a commitment to delivering outstanding service.
- Strong analytical skills to assess client needs and provide tailored solutions.
- Ability to work independently and collaborate effectively in a team environment.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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