Personal Lines Account Manager
Core
Primary point of contact for personal lines insurance clients, managing policy servicing, renewals, and retention while advising on coverage options.
Role type
Personal Lines Account Manager
Builds
Long-term client relationships and policy retention within the existing book of business
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
Personal lines insurance expertise, policy administration, account management, client education, issue resolution, agency management systems proficiency
Preferred skills
Growth of existing book of business, market account management, paperless workflow management
Technologies
Agency management systems, electronic document management platforms, carrier websites, Microsoft Outlook, Excel, Word, Adobe
Responsibilities
Serve as primary contact for personal lines clients; manage and service assigned accounts; coordinate renewals, endorsements, audits, and cancellations; educate clients on coverage and exclusions; maintain accurate client and policy information; resolve policy servicing issues independently.
Seniority
Mid-level, self-directed IC