Client-Focused Personal Lines Manager - Growth & Service

Tom Sokol - First Independent Insurance Agency

Clinton Charter Township (MI)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Benefits offered by this job

401(k)
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Opportunity for advancement

Job summary

First Independent Insurance Agency in Clinton Township, MI, is seeking a Personal Lines Account Manager who builds relationships, solves problems, and helps clients find the right coverage. You’ll work with multiple carriers to tailor solutions that fit individual needs.

Experience with an independent agency is preferred. A Michigan Property & Casualty license is required; Life license is a plus. This role emphasizes personalized service and collaborative teamwork within a growing agency.

Qualifications

  • Must have Personal Lines insurance experience and prefer independent agency background.
  • Active Michigan Property & Casualty license is required.
  • Life license is a plus.
  • CISR or CIC designation preferred; must be obtained within 24–36 months at the latest.
  • High school diploma, college degree, or equivalent experience required.
  • Previous customer service experience is required.
  • Strong communication and relationship-building skills.
  • Comfortable with computers and agency management systems.

Responsibilities

  • Serve as a trusted contact for Personal Lines clients with prompt, professional service.
  • Manage and service existing Personal Lines accounts through policy lifecycle.
  • Respond to client inquiries by phone, email, and other channels.
  • Review renewals, coverage, and premiums to identify value opportunities.
  • Process endorsements, requotes, and policy changes.
  • Identify cross-sell opportunities and coordinate with Commercial, Farm/Ag, Life teams as needed.
  • Process new business including gathering information, quotes, applications, signatures, and policy submissions.
  • Assist clients with underwriting requirements and claim questions.

Skills

Customer service
Relationship-building
Communication skills
Independent agency experience

Education

Michigan Property & Casualty license
CISR or CIC designation (within 24–36 months)

Tools

Agency management system
Carrier websites/portals

Job description

First Independent Insurance Agency in Clinton Township, MI, is seeking a Personal Lines Account Manager who builds relationships, solves problems, and helps clients find the right coverage. You’ll work with multiple carriers to tailor solutions that fit individual needs.

Experience with an independent agency is preferred. A Michigan Property & Casualty license is required; Life license is a plus. This role emphasizes personalized service and collaborative teamwork within a growing agency.

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