Job Description
Now Hiring: Personal Lines Account Manager
Location: Remote/Hybrid in SC or GA reporting to Agusta office
Department: Personal Lines
We are seeking a highly motivated and detail-oriented Personal Lines Account Manager to join our growing team. In this role, you will be responsible for managing and servicing a book of personal lines accounts, delivering an exceptional client experience, and supporting agency retention and growth goals. This is a full-time position with remote flexibility.
Key Responsibilities:
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Serve as the primary service contact for assigned personal lines clients.
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Analyze client insurance needs, identify risk exposures, and recommend appropriate coverage.
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Manage all aspects of policy servicing, including renewals, endorsements, certificates, and billing inquiries.
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Prepare insurance summaries, renewal proposals, and other client documents.
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Maintain thorough and accurate documentation in the agency management system (Applied Epic preferred).
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Assist clients with claim reporting and provide follow-up on claim status.
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Cross-sell additional coverages and refer business to other departments as appropriate.
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Work closely with producers and carriers to ensure quality and timely service delivery.
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Maintain up-to-date knowledge of carrier underwriting guidelines, industry trends, and coverage options.
Qualifications:
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High school diploma or equivalent required; Bachelor’s degree preferred.
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2+ years of experience in a personal lines account management role.
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Active Property & Casualty insurance license (or ability to obtain).
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Proficiency in Microsoft Office and experience using an Agency Management System (Applied Epic preferred).
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Strong organizational, time management, and communication skills.
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Ability to thrive in a fast-paced, paperless environment.
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High degree of professionalism, initiative, and customer service orientation.
Preferred Skills:
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Knowledge of advanced or specialty personal lines products.
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Familiarity with risk assessment and claims processes.
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Experience working in a collaborative, team-oriented environment.
What We Offer:
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Competitive salary and comprehensive benefits package
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Remote work flexibility
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Supportive and collaborative team culture
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Ongoing training and career development opportunities
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