Personal Lines Account Care Specialist

Hummel Group; Middlebury (IN); On-site; USD 42,000 - 58,000; Full time

Job summary

Hummel Group in Middlebury, IN is seeking a Personal Lines Account Manager to build and retain strong client relationships by delivering exceptional service throughout the client lifecycle.

The role collaborates with Account Executives or Risk Advisors, handles policy changes, billing inquiries, and coverage questions, and may back up sales and claims staff as needed. A license is required and ongoing learning is encouraged.

Qualifications

• High School Diploma or equivalent required.
• Active Property & Casualty Insurance License required and must be maintained.
• CISR, CISR Elite, or pursuit of an industry designation preferred.
• Previous insurance, customer service, or account management experience preferred.

Responsibilities

• Serves as a primary point of contact for personal lines clients, providing prompt, professional, and caring service.
• Welcomes and assists clients who visit the office and willingly handles incoming client calls.
• Manages client relationships independently and collaboratively with Risk Advisors and/or Account Executives.
• Reviews client accounts during interactions to ensure coverage remains current and appropriate.
• Assists clients with policy changes, billing inquiries, coverage questions, and other service requests.
• Effectively explains policy provisions, coverages, exclusions, and insurance concepts to clients.
• Obtains quotes for new and existing personal lines coverages.
• Meets or exceeds agency turnaround-time standards for client requests and policy servicing.
• Identifies potential gaps in coverage, exposures to loss, and opportunities to improve client protection.
• Serves as a backup to sales and claims staff, as needed.

Skills

Relationship-building

Communication skills

Customer service

Time management

Attention to detail

Teamwork

Problem-solving

Education

High School Diploma or equivalent

Job description

Hummel Group in Middlebury, IN is seeking a Personal Lines Account Manager to build and retain strong client relationships by delivering exceptional service throughout the client lifecycle.

The role collaborates with Account Executives or Risk Advisors, handles policy changes, billing inquiries, and coverage questions, and may back up sales and claims staff as needed. A license is required and ongoing learning is encouraged.