Personal Lines Account Manager

Job Description


Job Description-Personal Lines Account Manager

Reports To: Personal Lines Department Manager

Position Summary:  The Personal Lines Account Manager’s role is to be the primary point of contact for all customers within an assigned book of business.  An initial book of business is assigned according to experience level, with the goal to improve efficiency in servicing said book, creating capacity to take on more clients while still maintaining the highest levels of customer service.  It is a collaborative role, where AM’s are expected to communicate directly with the Producers on their accounts, so that the book of business managed is as enjoyable to service as it is profitable for the agency to maintain.  


New Business

  • Understands and adheres strictly to the agency defined New Business Workflow
  • Onboarding quality control of all insurance documents, applications and policies


  • Sends out Agency Bill renewal offers and invoices to clients
  • Manages Direct Bill renewals as needed
  • Ensures policies are properly renewed and updated within client database system
  • Performs renewal review process in accordance with agency standards



  • Processes all changes and policy endorsements with carriers and within management system


Cancellations and Reinstatements

  • Processes cancellations and non-renewals through agency defined workflow
  • Works reinstatements when applicable


Remarketing and Rewrites

  • Interfaces with clients to design solutions that best suit their individual needs 
  • Implements changes to existing policies or provides a remarket analysis to demonstrate a market supported rate




  • Reviews and processes insurance inspections
  • Coordinates inspection results and requirements with clients and carriers


Cross selling

  • Identifies opportunities to round out accounts and cross sells to clientele


  • Transacts New Business, Renewals, Endorsements and Cancellations when applicable
  • Sends and tracks payment invoices to clients when applicable


Agency Management System

  • Use of computers and agency database to enter, access, and retrieve information
  • Edits, reviews and maintains records of customer’s interactions and transactions,                                     recording details of policies, correspondence, and inquiries
  • Utilizes Applied Epic agency management system for managing all assigned work
  • Sets activities in database for all duties that need to be completed


Other Duties and Special Projects as Assigned


Knowledge, Skills and Abilities:

  • Must be an assertive self –starter with effective presentation skills through both verbal and written communication
  • Must be able to work in a fast-paced, multi-tasking environment



  • P&C License with minimum of 2 Years Insurance Experience Preferred

Location: Charleston South Carolina 



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