Onsite Personal Lines Account Manager — Auto, Home & Life

Martin & Lark Insurance Agency; Rossford (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Martin & Lark Insurance Agency in Rossford, OH seeks a Personal Lines Account Manager to manage auto, home, and life policies, serving as the primary client contact. You will advise on coverage, process changes, renewals, and quotes, while supporting billing and policy servicing.

On-site position requiring collaboration with carriers, accurate record keeping, and cross-selling opportunities to grow the agency’s client base and maintain high service levels.

Qualifications

• Experience managing personal lines accounts, including renewals and client support.
• Strong client service and communication skills, with the ability to explain coverage options clearly and build long-term relationships.
• Organizational and administrative skills, including attention to detail, accurate data entry, and effective time management in a fast-paced environment.
• Proficiency with insurance management systems and common office software (e.g., email, spreadsheets, CRM tools).

Responsibilities

• Advise clients on coverage options and process policy changes.
• Prepare quotes and assist with billing and policy servicing.
• Respond to client inquiries and resolve issues promptly.
• Collaborate with carriers to secure competitive coverage and maintain records.

Skills

Personal lines account management

Client service

Data entry accuracy

Time management

CRM tools

License: Property & Casualty (OH)

Education

High school diploma or equivalent

CISR

CIC

Tools

Insurance management systems

Common office software (email, spreadsheets)

CRM software

Job description

Martin & Lark Insurance Agency in Rossford, OH seeks a Personal Lines Account Manager to manage auto, home, and life policies, serving as the primary client contact. You will advise on coverage, process changes, renewals, and quotes, while supporting billing and policy servicing.

On-site position requiring collaboration with carriers, accurate record keeping, and cross-selling opportunities to grow the agency’s client base and maintain high service levels.