Personal Lines Account Manager

Job Description

A Personal Lines Account Manager helps align our services to the goals and objectives of our customers. This role assists the Personal Lines team in maintaining relationships with clients and provides a variety of administrative support.

Below are a few of the responsibilities of this role:

  • Generate new business – including but not limited to pre-qualifying, underwriting, marketing, quoting, application completion and binding coverage.
  • Manage customer retention according to agency protocols
  • Inform and educate customers about coverages, exclusions, and exposures; then assist customers in making appropriate coverage changes
  • Actively refer clients to both the Life & Employee Benefits and Commercial Lines Departments for solicitation
  • Manage policy changes
  • Update the agency management system with pertinent information
  • Handle all phone calls and walk in activity by clients, carriers, or others
  • Use every contact as an opportunity to round the account and review coverages the insured needs; communicate those needs successfully
  • Strive to make every endeavor effortless for our customers and team members
  • Combine positive thinking and positive actions with determination for continued success

Perks & Benefits:

  • Hybrid opportunities available for qualified candidates
  • Generous employee benefits package which includes a robust wellness program
  • Employee Ownership Opportunities
  • Career progression opportunities – the potential for growth within the company


If you’re a dynamic thinker, detailed worker, and positive person with a fervor for driving a top-notch customer experience and building exceptional relationships, you may be a fit.