Personal Insurance Account Manager - Remote

PRG; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer top-ups

Opportunities for professional growth

Job summary

PRG is seeking a dedicated Personal Lines Account Manager to handle a diverse portfolio of personal insurance accounts, delivering tailored coverage and superior service.

You will act as the main contact for clients, collaborate with underwriters, and support renewals, updates, and claims, while mentoring junior staff. Candidates should have a P&C license, a bachelor’s degree, 2+ years in personal lines, and strong communication skills; the role offers growth and competitive compensation.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field (preferred).
• Valid insurance license (Property & Casualty).
• 2+ years of experience in personal lines insurance, with a focus on account management.
• Strong knowledge of personal insurance products (auto, home, renters, etc.).
• Excellent communication and interpersonal skills.
• Proficiency in insurance software and Microsoft Office Suite.

Responsibilities

• Act as the primary point of contact for personal lines clients, fostering strong relationships.
• Understand client needs and provide customized insurance solutions.
• Review and analyze client insurance policies, ensuring they are comprehensive and current.
• Assist clients with policy renewals, modifications, and claims processing.
• Conduct thorough risk assessments for clients, recommending suitable coverage options.
• Work with underwriters to secure competitive rates and optimal coverage.
• Maintain accurate records of client interactions, policy details, and communications in the agency management system.
• Prepare and present insurance proposals and renewal documents to clients.
• Collaborate with sales and service teams to identify opportunities for cross-selling and new business.
• Support and mentor junior staff when necessary.
• Stay informed about trends, regulations, and changes in personal insurance products.
• Participate in professional development opportunities and industry conferences.

Skills

Communication skills

Interpersonal skills

Account management

Client relationship management

Education

Bachelor’s degree in Business/Finance

Tools

Insurance software

Microsoft Office

Job description

Our client is looking for a dedicated and detail-oriented Personal Lines Account Manager to join their team. The ideal candidate will manage a diverse portfolio of personal insurance accounts, ensuring clients receive top-notch service and appropriate coverage for their individual needs.

Key Responsibilities:

• Act as the primary point of contact for personal lines clients, fostering strong relationships.
• Understand client needs and provide customized insurance solutions.
• Review and analyze client insurance policies, ensuring they are comprehensive and current.
• Assist clients with policy renewals, modifications, and claims processing.
• Conduct thorough risk assessments for clients, recommending suitable coverage options.
• Work with underwriters to secure competitive rates and optimal coverage.
• Maintain accurate records of client interactions, policy details, and communications in the agency management system.
• Prepare and present insurance proposals and renewal documents to clients.
• Collaborate with sales and service teams to identify opportunities for cross-selling and new business.
• Support and mentor junior staff when necessary.
• Stay informed about trends, regulations, and changes in personal insurance products.
• Participate in professional development opportunities and industry conferences.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field (preferred).
• Valid insurance license (Property & Casualty).
• 2+ years of experience in personal lines insurance, with a focus on account management.
• Strong knowledge of personal insurance products (auto, home, renters, etc.).
• Excellent communication and interpersonal skills.
• Proficiency in insurance software and Microsoft Office Suite.
• Competitive salary - $60-85k
• Comprehensive health, dental, and vision insurance.
• Retirement plan with employer contributions.
• Opportunities for professional growth and development.