Account Manager Personal Insurance

Paycom - ATS; Pittsburgh (Allegheny County); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Team events

Flexible schedule

Mentorship and license support

Job summary

Liberty Insurance Agency is seeking an Account Manager in Personal Insurance to serve a book of individuals and families. You will respond to client questions, handle policy changes, review coverages, and guide claims with a client-centered approach.

The role emphasizes upselling and cross-selling opportunities, maintaining accurate records in EPIC, and pursuing ongoing licensing and designations to support growth. Hybrid work schedule with in-office days will be required.

Qualifications

• Experience in client-facing roles with insurance products.
• Active Property & Casualty license or pursuing designation preferred.
• Familiarity with agency management systems and standard software.
• Strong communication and problem-solving skills required.

Responsibilities

• Respond to client questions by phone and email; resolve billing, claims, and policy issues.
• Process policy changes and conduct thorough coverage/policy reviews.
• Report claims to carriers and review new claim notices.
• Review renewals; help clients understand options before renewal.
• Collaborate with Producers and Brokers for remarketing accounts and quotes.
• Maintain up-to-date client records in EPIC.

Skills

Customer service experience

Insurance industry experience

Property & Casualty license

Account management systems

Microsoft Office

Adobe

Insurance designation

Applied EPIC

Education

Some college or degree

Tools

Applied EPIC

Microsoft Office

Adobe

Job description

At Liberty Insurance Agency, our clients are more than policy numbers. As an Account Manager in Personal Insurance, you'll be the trusted, go-to contact for a book of individuals and families. You'll help them understand their coverage, handle their changes, guide them through claims, and make sure they feel looked after every step of the way.If you enjoy building relationships, solving problems, and being the person clients count on, this role puts you at the heart of what keeps Liberty growing: clients who stay with us because of the service they get.Work ScheduleM/W/F Work from home; TU/TH in-officeWhat You'll Be DoingReporting to the Director of Personal Insurance Operations, on a typical day you'll:Respond to client questions by phone and email, and resolve billing, claims, and policy issues.Process policy changes and complete thorough coverage and policy reviews.Report claims to carriers for your clients and review new claim notices as they come in.Review renewal increases and help clients understand their options before renewal.Partner with Producers and Brokers when remarketing accounts: update quotes, compare coverage, and walk clients through any changes.Keep accurate, up-to-date records in our agency management system (EPIC), including client contact details.Look for chances to strengthen client protection through upselling and cross-selling.Keep your P&C license and any designations current with continuing education.Take on new projects and responsibilities as the department grows.This role is central to how we keep clients, and it gives you a strong base in personal lines for your next career step.Who Thrives HereWe're looking for people who care about their clients, pay close attention to detail, and take pride in doing things right. You'll likely do well if you:Have some college or a degree.Have 2+ years of customer service experience.Have 2-3+ years of insurance industry experience and a Property & Casualty license.Have experience with account management systems, Microsoft Office, and Adobe.Have experience with Applied EPIC (preferred).Have an insurance designation or be working toward one (preferred).Manage your time well and can juggle several client needs at once.Communicate clearly and warmly, in writing and by phone.Bring a strong work ethic, a positive attitude, and a sense of ownership to your work.A couple of practical requirements for everyone on our team:Authorization to work in the United States. We're unable to sponsor work visas for this role.Reliable transportation to our office on scheduled in-office days. You must live within commuting distance of our Pittsburgh office.Why You'll Love Working HereBig Agency Resources. Small Team Culture. Endless Opportunity.At Liberty Insurance Agency, you'll have the resources of a nationally recognized independent agency with the culture of a close-knit team. We combine industry-leading carrier relationships, innovative technology, and extensive resources with an environment where people know your name, value your ideas, and care about your success, both professionally and personally.We believe great workplaces are built on trust, collaboration, and flexibility. We celebrate achievements together, invest in our employees' growth, and create chances to connect through team events and company celebrations. We also know life doesn't always fit into a schedule, so we try to support our team with understanding and flexibility when it matters most.Clear career paths with opportunities for advancement.Hands-on mentorship from experienced leaders.Support in getting and keeping your insurance license.A collaborative team that celebrates success together.Modern technology and AI tools that help you work smarter.Employee events, team celebrations, and a culture that values work-life balance.When our people grow, our company grows.Who We're Looking ForThis role is for someone who wants to build a career in insurance, not just find their next job. If you enjoy helping people, take pride in great service, and want a company where your growth is limited only by your ambition, we'd love to meet you!