Account Manager, Personal Lines

Unison Risk Advisors; Harrisburg (Dauphin County); On-site; USD 50,000 - 70,000; Full time

Job summary

Unison Risk Advisors in Harrisburg, PA, is seeking a Personal Lines Account Manager to grow and maintain client relationships across personal lines products. You will handle quoting, applications, changes, and renewals, ensuring accuracy and timely service.

This role blends client-facing activity with operational support, requiring strong communication and organizational skills. You will collaborate with carriers and internal teams to service accounts, identify cross-sell opportunities, and

Qualifications

• High school diploma or GED equivalent.
• 2+ years of personal insurance experience.
• Pennsylvania Property and Casualty Insurance License.
• Proficiency with Microsoft Office Suite.
• Strong communication, prioritization, and customer service skills.

Responsibilities

• Manage and maintain an assigned book of personal lines business.
• Serve as primary point of contact for client service and account management.
• Own renewal process including reviews 45 days in advance of policy expiration.
• Provide coverage recommendations and facilitate transitions between carriers as needed.
• Process policy changes including additions, deletions, and updates accurately and timely.
• Generate proof of insurance including ID cards and evidence of coverage.
• Handle quoting, applications, and service-related transactions.
• Document all client communications and activity within agency management system.
• Maintain accurate client and policy data within systems.
• Ensure accuracy and completeness of policies and documentation.
• Monitor accounts for issues and proactively resolve discrepancies.
• Maintain loss/claim files and provide updates to clients and internal stakeholders.
• Collaborate with carrier representatives to manage underwriting and policy servicing needs.
• Partner with internal teams to identify and route cross-sell opportunities.
• Support seamless communication between service, sales, and carrier partners.
• Identify and recommend additional products to expand client relationships.
• Support participation in sales and service meetings as requested.
• Stay informed on industry trends through continuing education and training.
• Continuously assess workflows for opportunities to improve service efficiency.

Skills

Communication skills

Customer service

Time management

Prioritization

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

Personal Lines Account Manager – Job Description

Position Summary

Develop,maintain, and expand client relationships through prompt, pleasant service and efficient handling of quoting, applications, claims, change requests, and client inquiries on personallinesaccounts. This roleis responsible foranaging a book of business, ensuring coverage accuracy, supporting client needs, and contributing to retention and growth. The position is both operational and client-facing, requiring strong prioritization, attention to detail, and communication skills.

Key Responsibilities

Functional Leadership & Ownership

• Manage andmaintainan assigned book of personallinesbusiness.

• Serve as primary point of contact for client service needs and account management.

• Own renewal process including proactive reviews45 daysin advance of policy expiration.

• Provide coverage recommendations and facilitate transitions between carriers as needed.

Hands-On Execution & Delivery

• Process policy changesincluding additions, deletions, and updates accurately and timely.

• Generate proof of insurance including ID cards and evidence of coverage.

• Handle quoting, applications, and service-related transactions.

• Document all client communications and activity within agency management system.

Reporting, Quality & Operational Support

• Maintainaccurate client and policy data within systems.

• Ensure accuracy and completeness of policies and documentation.

• Monitor accounts for issues and proactively resolve discrepancies.

• Maintain loss/claim files and provide updates to clients and internal stakeholders.

Cross-Functional Partnership & Integration

• Collaborate with carrier representatives to manage underwriting and policy servicing needs.

• Partner with internal teams to identifyand route cross-sell opportunities.

• Support seamless communication between service, sales, and carrier partners.

Growth, Change & Special Initiatives

• Identifyand recommend additional products to expand client relationships.

• Support participation in sales and service meetings as requested.

• Stay informed on industry trends through continuing education and training.

Process Improvement & Best Practices

• Continuously assess workflows for opportunities to improve service efficiency.

• Apply best practices in client servicing and account management.

• Ensure adherence to internal protocols and standards.

Accountability

• Delivering a high -quality client service experience.

• Maintaining accuracy and reliability of client accounts and policy data.

• Supporting client retention and growth through proactive account management.

• Building strong relationships with clients, carriers, and internal teams.

• Effectively managing priorities and meeting service timelines.

Qualifications

Required

• High school diploma or GED equivalent.

• 2+ years of personal insurance experience.

• Pennsylvania Property and Casualty Insurance License.

• Proficiency with Microsoft Office Suite.

• Strong communication, prioritization, and customer service skills.

Preferred

• Additional industry certifications or continuing education.

• Experience working with agency management systems.

• Demonstrated ability to identify cross-sell opportunities.

Key Competencies

• Teamwork

• Insurance Products and Services Knowledge

• Communication Proficiency

• Reading Comprehension

• Ethical Conduct

• Flexibility

• Initiative

• Time and Priority Management