Personal & Commercial Lines Account Manager

Orion Placement; Manchester (CT); On-site; USD 55,000 - 75,000; Full time

Job summary

Orion Placement in Manchester, CT is seeking an insurance professional to manage a book primarily focused on personal lines while growing commercial lines experience and maintaining strong client relationships.

This on-site role involves handling renewals, endorsements, quotes, and cross-sell opportunities, coordinating with producers and carrier underwriters in a collaborative office environment.

Qualifications

• 2+ years of personal lines insurance experience.
• 1+ year of commercial lines insurance experience.
• Strong understanding of personal lines coverages with working knowledge of commercial insurance.
• On-site work ability in Manchester, CT.
• CT Property and Casualty license preferred.

Responsibilities

• Manage and service a book consisting primarily of personal lines accounts, including auto, home, umbrella, renters, and specialty coverage.
• Service a smaller portfolio of commercial accounts, including BOP, general liability, commercial auto, property, and workers compensation.
• Handle renewals, endorsements, cancellations, policy changes, and other account servicing needs accurately and efficiently.
• Remarket accounts across multiple carriers to identify competitive coverage and pricing options.
• Prepare quotes, proposals, applications, and ACORD forms.
• Assist clients with coverage questions, billing issues, claims questions, and certificates of insurance.
• Conduct coverage reviews to identify gaps, retention opportunities, and appropriate cross sell opportunities.
• Partner with producers on client retention, account rounding, and new business opportunities.
• Maintain accurate account documentation within the agency management system.
• Work directly with carrier underwriters and service teams to resolve account issues.

Skills

Personal lines

Client service

Communication

Attention to detail

Team collaboration

Education

Connecticut Property & Casualty license

Tools

Applied Epic

AMS360

HawkSoft

EZLynx

Job description

• Build well-rounded insurance expertise by managing a book that is primarily personal lines while continuing to grow your commercial lines experience.
• Own meaningful client relationships and work across renewals, coverage reviews, remarketing, account rounding, and day to day service.
• Gain exposure to multiple carriers and a variety of personal and commercial insurance products.
• Join a stable, established agency with a loyal client base and a supportive, team oriented environment.
• Grow your career toward senior account management or producer opportunities.

Location:

Manchester, CT. This is a fully on-site opportunity where you will work closely with producers and teammates in a collaborative office environment.

Note:

Candidates must have both personal lines and commercial lines insurance experience. We are seeking at least 2+ years of personal lines experience, at least 1+ year of commercial lines experience, and the ability to work fully on-site in Manchester, CT.

About Us

We are an established independent insurance agency focused on providing responsive, knowledgeable service to individuals, families, and businesses. Our team values strong client relationships, accuracy, collaboration, and practical coverage solutions across multiple carriers. Confidential Employer.

Job Description

• Manage and service a book consisting primarily of personal lines accounts, including auto, home, umbrella, renters, and specialty coverage.
• Service a smaller portfolio of commercial accounts, including BOP, general liability, commercial auto, property, and workers compensation.
• Handle renewals, endorsements, cancellations, policy changes, and other account servicing needs accurately and efficiently.
• Remarket accounts across multiple carriers to identify competitive coverage and pricing options.
• Prepare quotes, proposals, applications, and ACORD forms.
• Assist clients with coverage questions, billing issues, claims questions, and certificates of insurance.
• Conduct coverage reviews to identify gaps, retention opportunities, and appropriate cross sell opportunities.
• Partner with producers on client retention, account rounding, and new business opportunities.
• Maintain accurate account documentation within the agency management system.
• Work directly with carrier underwriters and service teams to resolve account issues.

Qualifications

• 2+ years of personal lines insurance experience.
• 1+ year of commercial lines insurance experience.
• Strong understanding of personal lines coverages with working knowledge of commercial insurance.
• Excellent client service, communication, organization, and attention to detail.
• Ability to work fully on-site in Manchester, CT.
• Connecticut Property and Casualty license preferred.
• Independent insurance agency experience preferred.
• Experience with Applied Epic, AMS360, HawkSoft, EZLynx, or a similar agency management system preferred.

Why You Will Love Working Here

You will get the best of both worlds: the opportunity to build deep personal lines expertise while staying actively involved with commercial accounts. Our established client base, multiple carrier relationships, supportive team, and room for professional growth make this an excellent opportunity for an insurance professional who wants variety, stability, and a path forward.