Job Description

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range : $50,000 - $75,000 (commensurate with experience)


• Incentives :
  
  
  
  • 50% commission on new business
  
  
  • 10% commission on renewals
  
  
  • 50% commission on account rounding for house accounts in the first year
  
  


• Benefits : Comprehensive health benefits


• Remote Work : One day per week work-from-home option (rotating schedule) after a 90-day probationary period


• Other Perks : Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.


• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).


• Handle new business and renewal quoting, ensuring accuracy and timeliness.


• Build and maintain strong relationships with clients, carriers, and internal team members.


• Identify opportunities for account rounding and cross-selling to meet client needs.


• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience : Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).


• Licensure : Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.


• Technical Skills : Proficiency in AMS360 software is preferred.


• Client Service Skills : Strong interpersonal and communication skills, with a client-focused approach.


• Organizational Skills : Ability to manage multiple accounts and prioritize tasks effectively.


• Work Ethic : Self-motivated, detail-oriented, and committed to delivering high-quality service.

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