Personal Lines Account Manager

Capstone Search Group; Birmingham (AL); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Capstone Search Group is seeking an experienced Personal Lines Account Manager for an independent insurance agency in Birmingham, AL. You will manage a portfolio covering home, auto, umbrella and other personal lines, liaising with underwriters and clients to ensure accurate coverage and service.

The role requires 2–3 years in personal lines client service, an active license, and a hybrid work arrangement. You will handle renewals, audits, and client inquiries, driving relationship growth with

Qualifications

• 2–3 years of personal lines insurance experience in client service.
• Active insurance license.

Responsibilities

• Oversee the full account lifecycle from onboarding to renewals.
• Address inquiries and policy requests timely and accurately.
• Audit files for coverage gaps and present new products.

Skills

Personal lines insurance experience

Client service

Policy management

Underwriters coordination

Job description

About the Role

An independent insurance agency seeks an experienced customer service professional to join their team asPersonal Lines Account Manager. They are rapidly growing and need someonewho can immediately assume a portfolio ofhome, auto, umbrella, and other personal risk coverage, some placed with standard carriers and others that write high value properties for affluent clients.

Duties & Responsibilities

• You’ll oversee the full account lifecycle, from onboarding new clients to working with existing insureds on renewals
• Throughout the year you ensure inquiries and policy requests are addressed in a timely and accurate way
• You’ll audit files and watch for coverage changes where there may be gaps, giving you an opportunity to share new products and coverage enhancements with clients

Skills & Experience

• Minimum 2-3 years of personal lines insurance experience in client service with responsibilities for policy management and working directly with underwriters and clients on coverage issues
• Active insurance license

Job Specs

Location: Birmingham, AL Hybrid schedule is available.

Tagged as: account manager, administrative, agency, auto, client manager, client service, csr, customer service, homeowners, insurance, middle market, personal lines, project management, umbrella