Personal Lines Associate Account Manager
Personal Lines Associate Account Manager
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Job Description
Job Description
Job Title: Personal Lines Associate Account Manager
Job Summary
The Personal Lines Associate Account Manager plays a key role in supporting account service functions across a highvolume book of personal lines business. This position works closely with account managers and producers to ensure client satisfaction retention and timely handling of service requests. Ideal candidates bring strong organizational skills attention to detail and a clientfocused mindset.
Responsibilities
- Assist with daily servicing of personal lines accounts including policy changes renewals billing inquiries and claims support
- Process policy changes through agency management systems and carrier platforms (e.g. adding/replacing vehicles coverage adjustments mortgagee changes)
- Support Account Managers and Account Executives with managing workloads and ensuring timely completion of client requests
- Review applications policies endorsements and audits for accuracy and completeness
- Coordinate renewal processes and manage expiration lists to ensure timely submission of information
- Build and maintain strong client relationships through professional communication and proactive service
- Deliver high levels of client advocacy by anticipating needs and resolving issues effectively
Qualifications/Requirements
- Minimum of 2 years experience in personal lines account management or insurance support
- Property & Casualty license required or willingness to obtain within 36 months of hire
- Proficiency in Microsoft Office applications (Word Excel PowerPoint)
- Experience with Applied Epic or similar agency management systems preferred
- Strong administrative organizational and time management skills
- Ability to prioritize tasks manage multiple deadlines and work independently
- Excellent written and verbal communication skills
- Professional demeanor with a clientservice orientation and a positive attitude
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager
Employment Type
Full-Time
