Account Manager, Personal Lines

Personal Lines Account Manager - Job Description

Position Summary

Develop, maintain, and expand client relationships through prompt, pleasant service and efficient handling of quoting, applications, claims, change requests, and client inquiries on personal lines accounts. This role is responsible for managing a book of business, ensuring coverage accuracy, supporting client needs, and contributing to retention and growth. The position is both operational and client-facing, requiring strong prioritization, attention to detail, and communication skills.

Key Responsibilities

Functional Leadership & Ownership

• Manage and maintainan assigned book of personal linesbusiness.

• Serve as primarypoint of contact for client service needs and account management.

• Own renewal process including proactive reviews 45 daysin advance of policy expiration.

• Provide coverage recommendations and facilitatetransitions between carriers as needed.

Hands-On Execution & Delivery

• Process policy changes includingadditions, deletions, and updates accurately and timely.

• Generate proof of insurance including ID cards and evidenceof coverage.

• Handle quoting, applications, and service-related transactions.

• Document all client communications and activity within agencymanagement system.

Reporting, Quality & Operational Support

• Maintain accurateclient and policy data within systems.

• Ensure accuracy and completeness of policies and documentation.

• Monitor accounts for issues and proactively resolve discrepancies.

• Maintain loss/claim files and provide updates to clients and internal stakeholders.

Cross-Functional Partnership & Integration