Licensed Personal Lines Account Manager

Job Summary

A company is looking for a Personal Lines Account Manager who will serve as the primary contact and liaison with personal line clients, managing day-to-day servicing and retention.

Key Responsibilities

• Provide customer service and manage all aspects of personal lines clients
• Coordinate processing of renewals, endorsements, audits, and other policy-related tasks
• Educate clients about policy coverages and make recommendations based on their needs

Required Qualifications

• 3 to 5+ years of Personal Lines Retail Insurance Experience
• Active Property & Casualty Insurance License
• Firm working knowledge of personal lines coverages and services
• Experienced user of Agency Management System and Electronic Document Management
• Excellent computer skills, including proficiency in Microsoft Outlook, Excel, and Word