Hybrid Personal Lines Manager — Client-Focused Insurance

Boen & Associates; Sioux Falls (SD); Hybrid; USD 43,000 - 64,000; Full time

Job summary

Boen & Associates, Inc. in Sioux Falls, SD is seeking a Personal Lines Account Manager to oversee client accounts, process policy changes, renewals, and coverage inquiries with attention to accuracy and timely follow-up.

The role supports cross-selling opportunities, reviews policies for coverage adequacy, and collaborates with carriers and internal teams while working in a hybrid environment that combines in-office and remote work.

Qualifications

• Demonstrated proficiency in Account Management, with the ability to manage multiple client relationships and prioritize tasks effectively.
• Strong Customer Service skills, including clear communication, active listening, and a commitment to timely and professional client support.
• Knowledge of Personal Insurance products (e.g., auto, home, umbrella) and the ability to explain coverage options in accessible terms.
• Understanding of Insurance principles and practices, including policy structure, underwriting considerations, and claims processes.
• Comfort using agency management systems and standard office software; strong attention to detail and accuracy in documentation.
• Ability to work effectively in a hybrid environment, collaborating in-office in Sioux Falls, SD while managing some responsibilities remotely.
• Relevant state insurance producer license and prior experience in an insurance agency or similar setting preferred.
• Strong organizational, problem-solving, and interpersonal skills, with a commitment to ethical, inclusive, and non-discriminatory client interactions.

Responsibilities

• Managing personal insurance accounts, including handling policy changes, renewals, and coverage inquiries, while ensuring accurate documentation and timely follow-up.
• Responding to client questions, providing coverage explanations, processing endorsements, and coordinating with carriers to resolve billing or claims issues.
• Reviewing policies for adequacy of coverage and identifying opportunities for cross-selling or coverage improvements.
• Maintaining strong, long-term relationships with clients through professional and responsive service.
• Collaborating with internal team members to support agency goals and adhere to regulatory and company standards.

Skills

Account management

Customer service

Personal insurance

Insurance principles

Agency systems

Tools

Agency management system

Job description

Boen & Associates, Inc. in Sioux Falls, SD is seeking a Personal Lines Account Manager to oversee client accounts, process policy changes, renewals, and coverage inquiries with attention to accuracy and timely follow-up.

The role supports cross-selling opportunities, reviews policies for coverage adequacy, and collaborates with carriers and internal teams while working in a hybrid environment that combines in-office and remote work.