Personal Lines

Job Description

Personal Lines Account Manager Job Description

Reports To:             Personal Lines Department

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.


Location:                      Remote  

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.


Benefits: Comprehensive 

Salary:  Above market 


Client has multiple office in Georgia 



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