Personal Lines Account Manager Job Description

Position Summary

Developmaintain and expand client relationships through prompt pleasant service and efficient handling of quoting applications claims change requests and client inquiries on personallinesaccounts. This roleis responsible formanaging a book of business ensuring coverage accuracy supporting client needs and contributing to retention and growth. The position is both operational and client-facing requiring strong prioritization attention to detail and communication skills.

Key Responsibilities

Functional Leadership & Ownership

• Manage andmaintainan assigned book of personallinesbusiness.

• Serve asprimarypoint of contact for client service needs and account management.

• Own renewal process including proactive reviews45 daysin advance of policyexpiration.

• Provide coverage recommendations andfacilitatetransitions between carriers as needed.

Hands-On Execution & Delivery

• Process policy changesincludingadditions deletions and updates accurately andtimely.

• Generate proof of insurance including ID cards andevidenceof coverage.

• Handle quoting applications and service-related transactions.

• Document all client communications and activity withinagencymanagement system.

Reporting Quality & Operational Support

• Maintainaccurateclient and policy data withinsystems.

• Ensure accuracy and completeness of policies and documentation.

• Monitor accounts for issues and proactively resolve discrepancies.

• Maintain loss/claim files and provide updates to clients and internal stakeholders.

Cross-Functional Partnership & Integration

• Collaborate with carrier representatives to manage underwriting and policy servicing needs.

• Partner with internal teams toidentifyand route cross-sell opportunities.

• Support seamless communication between service sales and carrier partners.

Growth Change & Special Initiatives

• Identifyand recommendadditionalproducts to expand client relationships.

• Support participation in sales and service meetings as requested.

• Stay informed on industry trends through continuing education and training.

Process Improvement & Best Practices

• Continuously assess workflows for opportunities to improve service efficiency.

• Apply best practices in client servicing and account management.

• Ensure adherence to internal protocols and standards.

Accountability

The role is accountable for:

• Deliveringa high-quality client service experience.

• Maintaining accuracy and reliability of client accounts and policy data.

• Supportingclient retention and growth through proactive account management.

• Building strong relationships with clients carriers and internal teams.

• Effectively managing priorities and meeting service timelines.

Qualifications

• High school diploma or GED equivalent.

• 2 years of personal insurance experience.

• Pennsylvania Property and Casualty Insurance License.

• Proficiencywith Microsoft Office Suite.

• Strong communication prioritization and customer service skills.

Preferred

• Additionalindustry certifications or continuing education.

• Experience working with agency management systems.

• Demonstrated ability toidentifycross-sellopportunities.

Key Competencies

• Teamwork

• Insurance Products and Services Knowledge

• Communication Proficiency

• Reading Comprehension

• Ethical Conduct

• Flexibility

• Initiative

• Time and Priority Management