Job Description

Personal Lines Account Manager
REMOTE IN THE STATE OF GEORGIA. (ACTIVE P&C LICENSE REQUIRED)
$55-65k+

Position Overview

The Personal Lines Account Manager is responsible for managing and servicing a book of personal insurance clients, ensuring high-quality customer service, policy retention, and coverage recommendations. This role involves working closely with clients, carriers, and producers to provide tailored insurance solutions that meet individual needs.

Key Responsibilities

• Client Management:

  • Maintain and grow relationships with personal lines clients through proactive communication and exceptional service.
  • Address client inquiries regarding policies, coverage options, billing, and claims assistance.
  • Conduct policy reviews and recommend appropriate coverages based on client needs.

• Policy Processing & Administration:

  • Process new business, renewals, endorsements, and cancellations.
  • Work with insurance carriers to obtain quotes, negotiate terms, and bind policies.
  • Ensure all client and policy records are accurate and up to date in the agency management system.

• Sales & Retention:

  • Identify cross-sell and up-sell opportunities to maximize client coverage and retention.
  • Assist in remarketing accounts to secure the best terms and pricing.
  • Follow up on renewals and proactively address potential issues.

• Carrier & Underwriting Relations:

  • Maintain strong relationships with insurance carriers and underwriters.
  • Stay up to date on carrier guidelines, products, and market trends.

• Compliance & Documentation:

  • Ensure compliance with industry regulations and agency procedures.
  • Maintain proper documentation of client communications, policy changes, and coverage recommendations.

Qualifications & Skills

• Experience: 2+ years in personal lines insurance account management, customer service, or a related role.
• Licensing: Active Property & Casualty (P&C) Insurance License required 
• Technical Skills: Proficiency in agency management systems (e.g., Applied Epic, AMS360) and carrier portals.
• Customer Service Skills: Strong ability to communicate, resolve issues, and build lasting client relationships.
• Detail-Oriented: Excellent organizational skills with a focus on accuracy and follow-through.

Preferred Qualifications:

• Experience with high-net-worth personal lines accounts.
• Knowledge of multiple carrier guidelines and underwriting standards.
• Sales or account growth experience.
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