Personal Lines Account Manager

  • R2C2


We are currently seeking experienced Personal Lines Client Manager to handle a book of business with small to large accounts. This position entails handling routine coverage questions, endorsement processing and marketing of accounts.

Qualified applicants will have a minimum of three-five years+ experience dealing with major insurance carriers, wholesale brokers and online quoting systems. Excellent verbal and written communication skills a must. Applied TAM experience a plus.

Principle Responsibilities:

  • Provide superior service to our clients by promptly responding to
  • Complete applications, place individual risk to ensure they meet our agency's standards and those of the companies we
  • Make the correct sale with product, company and coverage recommendations based solely on the individual needs and desires of our
  • Process routine correspondence between our agency and the client or
  • Applied TAM experience a
  • Highly self-motivated, positive, upbeat attitude, innovative, reliable, consistent, a person of high integrity and honesty, proactive problem solver
  • Demonstrate proficiency in computer applications, Microsoft Office
  • Exceptional organization and time-management skills

Job Type: Full-time


  • relevant: 1 year (Preferred)
  • sales: 2 years (Preferred)


  • Insurance: I am currently acquiring this license/certification and it will be complete in the next 30 days (Preferred)

Hours per Week:

  • 31-40 (Preferred)

Additional Compensation:

  • Bonuses
  • Commission

Work Location:

  • One location

Paid Training:

  • Yes


  • Key Leader


  • Monday to Friday
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