Personal Lines Account Manager

Capstone Search Group; Birmingham (AL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Capstone Search Group represents an independent insurance agency seeking a Personal Lines Account Manager in Birmingham, AL. The role involves managing home, auto, umbrella, and other personal lines for affluent clients, with a hybrid schedule available.

The candidate will oversee the full lifecycle of client accounts, respond to policy requests, and identify opportunities to improve coverage and add value for clients. Licensing and strong service orientation are essential.

Qualifications

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

Responsibilities

• Oversee full account lifecycle from onboarding to renewals.
• Address policy inquiries and requests promptly throughout the year.
• Audit files for coverage gaps and discuss enhancements with clients.

Skills

Personal lines

Client service

License

Underwriter coordination

Job description

An independent insurance agency seeks an experienced customer service professional to join their team as Personal Lines Account Manager. They are rapidly growing and need someone who can immediately assume a portfolio of home, 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.