Personal Lines Account Manager

Job Description: Personal Lines Account Manager (Non-exempt)

Reports To: Operations Manager

Primary Role: Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

  • Marketing and placement of renewal accounts as appropriate.
  • Maintaining a high level of client service and satisfaction.
  • Achieving firm account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service.


  • Appropriate State license(s).  Minimum 3 years’ insurance brokerage or equivalent experience.  Completion of CISR or ACSR designation; currently enrolled in INS or API program.
  • Two-year associate college degree required; four-year college degree preferred.
  • Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, firm management system, and applicable insurance laws/codes.
  • Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems.
  • Familiarity with risk assessment and risk management techniques.
  • Excellent time management, organizational and verbal and written communication skills.
  • High degree of self-motivation and self-direction. Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through firm.


  • Support Advisors’ sales efforts by handling accounts once bound.
  • Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client.
  • Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to firm procedures, and within firm timelines.
  • Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with firm guidelines.
  • Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with firm guidelines.
  • Review all items to be processed, to insure items were received as ordered.
  • 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.
  • Participate in any special projects at management’s request.

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