Personal Lines Account Manager
Core
Manage and nurture client relationships for personal lines insurance, ensuring satisfaction, retention, and growth through strategic consultation and service delivery.
Role type
Account Manager (Personal Lines Insurance)
Builds
Client retention and growth within assigned book of business
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
P&C insurance licensing, client relationship management, retention strategy, cross-selling, policy administration, data-driven engagement
Preferred skills
Strategic planning, digital service adoption, industry trend analysis
Technologies
Agency Management System, customer engagement software
Responsibilities
Serve as primary point of contact for assigned clients; maintain accurate policy updates in systems; implement data-driven marketing campaigns; coordinate with internal teams and third-party partners; drive adoption of self-service tools; meet retention and growth targets.
Seniority
Individual Contributor, mid-level