Personal Lines Account Manager

Job Description

Personal Lines Account Manager Job Description



Report to:                Personal Lines Department Manager


Job Summary:       The Personal Lines Account Manager works closely with Producers, Carriers, and Client to perform the day-to-day maintenance and servicing of assigned accounts as well as grow their book of business.




Primary Responsibilities:


·     Support agency sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures


·     Achieve agency account retention goals through proactive account rounding, and up - selling of limits and coverages.


·     Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer


·     Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines


·     Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines


·     Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines


·     Review all items to be processed, to insure items were received as ordered


·     Participate in any special projects at management’s request


Personal and Organizational Development:


·     Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.


·     Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts.


·     Participate in courses for insurance/sales skills.  Maintain current knowledge of underwriting requirements of carriers.  Keep current with industry trends by reading appropriate journals and company bulletins.


·     Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.



Soft Skills:


  • A warm and friendly attitude
  • Insurance products can be difficult and frustrating for the client so, exercise patience, kindness, flexibility toward the insured, office staff and executive team.
  • Work together and for the highest good of Matrix Insurance Agency. Inc.



Requirements:  Georgia Property and Casualty Insurance License, three consecutive

years working in Personal Insurance product. 


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