Client-Centric Personal Lines Account Manager

Socket.dev; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Socket.dev is seeking a Personal Lines Account Manager to develop, maintain, and expand client relationships, handling quoting, applications, claims, and inquiries on personal lines accounts. You will manage a book of business, ensure coverage accuracy, and support retention and growth through proactive service.

This role is both operational and client-facing, requiring strong prioritization, attention to detail, and clear communication.

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 needs and account management.
• Own renewal process including proactive 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.
• Apply best practices in client servicing and account management.
• Ensure adherence to internal protocols and standards.

Skills

Communication

Customer service

Prioritization

Time management

Education

High school diploma or GED

Pennsylvania Property and Casualty Insurance License

Tools

Microsoft Office Suite

Job description

Socket.dev is seeking a Personal Lines Account Manager to develop, maintain, and expand client relationships, handling quoting, applications, claims, and inquiries on personal lines accounts. You will manage a book of business, ensure coverage accuracy, and support retention and growth through proactive service.

This role is both operational and client-facing, requiring strong prioritization, attention to detail, and clear communication.