Own Your Personal Lines Book — Account Manager

Lighthouse Agency; Fairfield (OH); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Lighthouse Insurance Agency in Fairfield, OH is seeking an experienced Personal Lines Account Manager to oversee a dedicated book of auto, home, and umbrella policies. You’ll handle policy changes, endorsements, renewals, and client inquiries with accuracy and a client-first approach.

You will collaborate with producers and underwriters, identify cross-sell opportunities, and mentor newer team members while maintaining strict compliance and up-to-date records in the agency management system.

Qualifications

• 1+ year of personal lines account management or CSR experience.
• Active Ohio Property & Casualty license.
• Knowledge of personal lines carriers, coverage forms, and rating factors.
• Strong attention to detail with policy documents and nuances.
• Excellent verbal and written communication with a client-first tone.
• Ability to manage a high volume of client interactions under pressure.
• Experience with AMS360, EPIC, Momentum/NowCerts or similar systems.
• Team-oriented yet able to work independently.
• High school diploma; associate's or bachelor's degree a plus.

Responsibilities

• Manage assigned book of personal lines clients, handling policy changes and endorsements.
• Proactively manage renewal cycle, review coverage gaps and rate changes.
• Issue certificates of insurance and evidence of coverage as needed.
• Guide clients through claims intake and first steps after a loss.
• Identify cross-sell and account-rounding opportunities (auto, home, umbrella, life).
• Maintain accurate, up-to-date client records in the agency management system.
• Communicate promptly and professionally across phone, email, and text with same-day responses.
• Partner with producers and underwriters to resolve issues quickly.
• Mentor newer team members as the agency grows.
• Maintain compliance with agency documentation standards on every account touch.

Skills

Personal lines

Account management

CSR experience

Client relations

Attention to detail

Communication skills

Time management

Education

High school diploma

Associate degree a plus

Bachelor's degree a plus

Tools

AMS360

EPIC

Momentum/NowCerts

Job description

Lighthouse Insurance Agency in Fairfield, OH is seeking an experienced Personal Lines Account Manager to oversee a dedicated book of auto, home, and umbrella policies. You’ll handle policy changes, endorsements, renewals, and client inquiries with accuracy and a client-first approach.

You will collaborate with producers and underwriters, identify cross-sell opportunities, and mentor newer team members while maintaining strict compliance and up-to-date records in the agency management system.