Account Manager, Personal Lines
Core
Manages a book of Personal Lines insurance business, serving as the primary contact for client service, retention, and carrier relations.
Role type
Account Manager (Personal Lines)
Builds
Client retention and service for personal lines insurance policies
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Insurance account management, carrier relations, policy interpretation, billing troubleshooting, client relationship management, data accuracy, report preparation, team leadership
Preferred skills
Brokerage experience, professional designations (CISR, AAI, ARM, CIC, CPCU), bilingual English/Spanish
Technologies
Microsoft Office (Excel, Word, PowerPoint), Broker Management Systems (BMS/EPIC)
Responsibilities
Manage a book of insurance business with independent discretion; provide professional service to clients, carriers, and underwriters; resolve escalated complex service issues and negotiate with underwriters; troubleshoot billing issues; oversee and mentor Account Administrators; prepare reports for management; attend continuing education training.
Seniority
Mid-level, hands-on IC