Account Manager | Personal Lines

Oakbridge Insurance Agency in; Dalton (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Oakbridge Insurance Agency seeks an Account Manager for Personal Lines (Administrative) to oversee the service cycle for new and renewal personal insurance clients. You will coordinate coverage placement, underwriting liaison, proposals, binders, billing and policy maintenance in Applied Epic, while ensuring accuracy and timely communication with clients and producers.

The role emphasizes organization, adherence to agency standards, and proactive client service, with responsibilities spanning

Responsibilities

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals
• Assist with coverage placement, risk evaluation and updates based on client needs
• Prepare and process policy documents including binders, ID cards, EOPs and insurance summaries
• Handle client billing needs - invoice processing, reconciliation and follow-up on outstanding items
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

Job description

Account Manager | Personal Lines (Administrative)

The Personal Lines Account Manager is responsible for managing the complete service cycle for new and renewal personal insurance clients. This includes marketing, underwriting coordination, proposal delivery, binding, billing, and policy maintenance in Applied Epic. The role requires strong organizational skills, strict adherence to underwriting and agency standards, and proactive communication with clients and producers.

Work Performed:

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals
• Assist with coverage placement, risk evaluation and recommending updates based on client needs
• Prepare and process policy documents including binders, ID cards, EOPs and insurance summaries
• Handle client billing needs - invoice processing, reconciliation and follow-up on outstanding items
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed