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We’re partnering with a well-established independent insurance agency seeking a personable, detail-oriented Personal Lines Account Manager to join their growing team. This is an excellent opportunity for someone who enjoys building lasting client relationships, providing thoughtful insurance guidance, and working in a supportive agency environment where service and teamwork matter.
Why You’ll Want to Consider This Opportunity
- Join a respected independent agency with a strong reputation and loyal client base
- Work in a relationship-focused environment where personalized service is valued
- Be part of a close-knit team that encourages collaboration, learning, and professional growth
- Opportunity to make a meaningful impact on the client experience
Key Responsibilities
- Manage and service a personal lines book of business including renewals, endorsements, and day-to-day account needs
- Assist clients with coverage reviews, policy questions, billing concerns, and claims support
- Educate clients on insurance solutions including home, auto, umbrella, and related coverages
- Market accounts and work with carrier partners to secure competitive solutions when needed
- Maintain accurate documentation and ensure timely, organized account management
- Build strong client relationships through proactive communication and responsive service
Qualifications
- Prior experience in personal lines insurance or account management
- Excellent customer service, communication, and problem-solving skills
- Strong organizational skills with the ability to manage multiple priorities
- Comfortable working independently while contributing to a team environment
- Insurance license preferred or ability to obtain
Compensation & Benefits
- Competitive compensation package
- Bonus opportunity
- Health benefits + 401(k) options
- PTO and work-life balance focused culture
- Stable organization with long-term career growth potential
JOB ID: 176098
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Kristan Caceres