Personal Lines Account Manager

Katalyst Systems Impact; Cedar Rapids (IA); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with company match

Short-term disability insurance

Long-term disability insurance

Life insurance

Job summary

Katalyst Systems Impact in Cedar Rapids, IA is seeking a Licensed Personal Lines Account Manager to join our team on a full-time basis. The role focuses primarily on Personal Lines with some Commercial Lines support, and requires an active property & casualty license in Iowa.

You will maintain high client retention through excellent service, handle policy changes, quotes, and reviews, and proactively identify opportunities to expand personal lines coverage while advocating for clients.

Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• Active Iowa Property & Casualty insurance license required.
• Minimum of 3 years of Personal Lines insurance experience strongly preferred.
• Experience using Epic agency management software preferred.
• Experience supporting or exposure to Commercial Lines accounts is a plus.
• Prior experience working within an independent insurance agency environment preferred.

Responsibilities

• Build and maintain strong, trusted relationships with clients, carriers, and internal team members
• Receive, document, and process all client service requests, including policy changes, auto ID cards, certificates, and coverage quotes
• Proactively round out existing accounts by identifying and selling additional personal lines coverages or policies
• Initiate outbound communication to conduct annual insurance reviews and recommend coverage updates
• Quote, review, and sell policies for inbound callers, walk-ins, referrals, and existing clients
• Provide risk management insight and clear coverage explanations tailored to client needs
• Support inbound sales opportunities and assist with claims advocacy as needed
• Maintain accurate documentation and meet agency service, quality, and delivery standards

Skills

Customer service

Attention to detail

Sales mindset

Communication

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Epic

Job description

Personal Lines Account Manager – Licensed

Location: Cedar Rapids, IA

Schedule: On-site/Hybrid | Full-Time | Monday–Friday

Pay: $60,000 - $75+,000, dependent on experience

A locally owned insurance agency in Cedar Rapids is seeking an Account Manager to join their team. This role will be primarily focused on Personal Lines, with some Commercial Lines support as well. This is a great opportunity for someone with personal lines experience, a strong customer-focused attitude, and a growth mindset to be part of a well-established and respected independent insurance agency.

The Account Manager is responsible for maintaining high account retention by providing excellent customer service across a primarily Personal Lines book of business, with select Commercial Lines accounts. This role requires strong attention to detail, consistent follow-through, and a consultative approach to coverage. Some inbound sales activity and claims advocacy may also be part of this role.

Essential Job Duties

• Build and maintain strong, trusted relationships with clients, carriers, and internal team members
• Receive, document, and process all client service requests, including policy changes, auto ID cards, certificates, and coverage quotes
• Proactively round out existing accounts by identifying and selling additional personal lines coverages or policies
• Initiate outbound communication (calls, email, and written correspondence) to conduct annual insurance reviews and recommend coverage updates
• Quote, review, and sell policies for inbound callers, walk-ins, referrals, and existing clients, following agency and carrier guidelines
• Provide risk management insight and clear coverage explanations tailored to client needs
• Support inbound sales opportunities and assist with claims advocacy as needed
• Maintain accurate documentation and meet agency service, quality, and delivery standards

Education & Experience (Key Qualifications)

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
• Active Iowa Property & Casualty insurance license required
• Minimum of 3 years of Personal Lines insurance experience strongly preferred
• Experience using Epic agency management software preferred
• Experience supporting or exposure to Commercial Lines accounts is a plus
• Prior experience working within an independent insurance agency environment preferred

Benefits & Perks

This organization offers a comprehensive and supportive benefits package designed to recognize and reward its team members, including:

• Paid Time Off (PTO)
• Paid holidays
• 401(k) with company match
• Company-paid short-term disability, long-term disability, and life insurance
• Health insurance coverage
• Professional development opportunities
• Supportive team environment with long-term growth potential