Personal Lines Account Manager
Core
Manage a book of personal insurance clients, focusing on retention, renewals, and growth through consultative service and cross-selling.
Role type
Personal Lines Account Manager
Builds
Personal insurance policies and coverage solutions
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Active P&C license, consultative selling, account management, policy servicing, cross-selling
Preferred skills
Proficiency with Applied Epic or similar agency management system
Responsibilities
Serve as primary contact for assigned clients, manage renewals and policy changes, identify cross-sell and account rounding opportunities, partner with internal teams to resolve client issues, deliver high-quality service and support client business needs
Seniority
Individual Contributor, 2+ years experience
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