Personal Lines Insurance Account Manager

Leavitt Group; Jackson (MS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Medical, Dental, and Vision Insurance

401(k) with employer matching

Paid Time Off and Paid Holidays

Opportunities for training and certification

Job summary

A leading insurance agency in Jackson, Mississippi is seeking a detail-oriented Personal Account Manager. This role involves managing ongoing services for personal insurance clients, processing requests, and ensuring excellent client support. Candidates should have strong communication skills and a commitment to client satisfaction. The position offers competitive compensation, benefits, and opportunities for career advancement. Ideal for individuals passionate about helping clients feel secure and supported.

Qualifications

• Experience in a personal lines insurance servicing role preferred but not required.
• Proficiency with agency management systems preferred.
• Ability to work independently and collaboratively.

Responsibilities

• Process day-to-day service requests for personal insurance clients.
• Handle renewals and coordinate with producers on coverage reviews.
• Act as the main point of contact for clients, ensuring responsive service.

Skills

Communication skills

Problem-solving

Organizational skills

Attention to detail

Education

Active Property & Casualty license

Tools

AMS360

Job description

Are you detail-oriented, service-driven, and passionate about helping people feel secure? As a Personal Account Manager, you’ll be the trusted go-to for individuals and families who rely on us to protect what matters most. This role supports the ongoing service, renewal, and relationship management for a book of personal insurance clients—ensuring they receive timely, accurate, and empathetic support throughout the life of their policies. You’ll work alongside Personal Risk Advisors (producers) and team leaders to deliver a seamless and positive client experience. Pyron Group’s purpose is to lighten the load and lift the spirit. We show up for our clients with clarity, care, and consistency—and every one of our account managers are key to making that promise real.

Compensation & Benefits

• Competitive salary based on experience
• Optional new sales commission opportunity
• Quarterly bonus opportunities
• Medical, Dental, and Vision Insurance
• HSA and FSA with employer contributions
• 401(k) with employer matching
• Paid Time Off and Paid Holidays
• Company-paid Life and Short-Term Disability Insurance
• Optional Long-Term Disability and Supplemental Life Insurance
• Opportunities for training, certification, and career advancement

Key Responsibilities

Policy Servicing & Maintenance

• Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications.
• Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete.
• Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents.

Renewal Management

• Review upcoming renewals for rate changes, risk changes, and retention strategy.
• Communicate with clients proactively to confirm needs and address concerns before renewal.
• Coordinate with producers on remarketing strategies and coverage reviews.

Quoting & Remarketing

• Run comparative quotes across multiple carriers when appropriate.
• Identify opportunities for bundling, discounts, or improved coverage.
• Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes).

Client Support & Communication

• Act as the main point of contact for assigned clients, ensuring responsive and friendly service.
• Handle incoming calls, emails, and client requests with professionalism and empathy.
• Guide clients through billing questions, claims processes, or coverage explanations as needed.

Carrier & Internal Coordination

• Work effectively within carrier portals, underwriting platforms, and comparative raters.
• Maintain knowledge of carrier appetite, underwriting guidelines, and procedures.
• Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards.

Success Metrics

• Client retention rate
• Renewal processing accuracy and timeliness
• Response time to client communications
• Positive feedback from clients and producers
• Service workload efficiency and documentation quality
• Contribution to team goals and culture

Qualifications

• Experience in a personal lines insurance servicing role preferred but not required. We develop team members with no experience all the time.
• Active Property & Casualty license preferred or we will provide all the tools and study materials to allow you to gain your P&C insurance license.
• Proficiency with agency management systems (AMS360 preferred) and carrier portals preferred.
• Strong communication, problem‑solving, and organizational skills
• Ability to work independently and as part of a collaborative team
• Attention to detail and a commitment to client satisfaction

About Pyron Group

Pyron Group is more than an insurance agency—we’re a people‑first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service—and we show up consistently for each other and our community.