Personal Lines Account Manager

Job Description

Personal Lines Department Manager


Status:                       Salaried Non-Exempt


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.


Personal Lines Account Manager Primary Responsibilities:

Work Location is a mix of in office and remote 2-3 days per week in  office 

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.


Requirements:  Georgia Property and Casualty Insurance License, three consecutive years working in Personal Insurance product. 




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