Personal lines account manager

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Location

hybrid, Huntsville, AL, United States

Salary

$45k – $65k/yr

Commitment

Full Time

Level

Middle (2-4 years)

Required skills

Personal lines insuranceAccount managementCustomer supportPolicy renewalsEndorsementsCoverage analysisCross sellingDocumentationInsurance softwareGoogle workspaceCommunicationOrganizational skillsTime managementProblem solvingAttention to detail

Job Description

About Our Client

Our client is an independent insurance agency based out of Huntsville, Alabama. We are committed to serving the families and businesses that we protect by providing custom-tailored insurance solutions. Our culture is focused on continual improvement and innovation to ensure the best customer experience. We prioritize our clients' interests and strive to put them in the best position possible.

Role Overview

This is a full-time Personal Lines Account Manager role with hybrid flexibility in Alabama. As a Personal Lines Account Manager, you will be responsible for managing and servicing accounts, providing customer support, and handling personal insurance policies. You will also assist with general customer service and contribute to the overall success of the team. Your key responsibilities may include:

  • Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
  • Process endorsements, policy changes, billing inquiries, and coverage updates with attention to detail
  • Conduct proactive policy reviews to identify coverage gaps and cross sell opportunities
  • Provide responsive, solution oriented customer support via phone, email, and in person interactions
  • Maintain accurate documentation within the agency management system and follow compliance guidelines
  • Collaborate with Producers and team members to deliver a seamless client experience and support agency growth

3+ years of experience in personal lines insurance

Active Property and Casualty license required

Excellent communication and interpersonal skills

Attention to detail and strong organizational skills

Ability to work independently and as part of a team

Proficiency in insurance software and Google Workspace

Prior Account Manager experience

Computer Skills: MS Word, Excel, Google, AMS, and CRM Systems

Estimated first year total compensation: $55,000 - $65,000

Base salary $45,000 - $55,000

Commission on new business sales

Bonus opportunities

50% reimbursement of Health, Dental, and Vision insurance

Paid Time Off (PTO) 17 Days

Paid Holidays

Ready to join the team?

Apply now