Personal Lines Account Manager

Hoffman Insurance Group, Inc.; Granger (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

Hoffman Insurance Group, Inc. is seeking a Personal Lines Account Manager to deliver exceptional client service and manage policy changes, renewals, and new business for assigned clients.

The role requires strong communication, organization, and problem-solving skills, with an active Property & Casualty license or the ability to obtain it within 90 days. This on-site position involves local travel and collaboration with producers to ensure seamless client experiences.

Qualifications

• High school diploma or equivalent required.
• Active Property & Casualty license or ability to obtain within 90 days.
• 1+ year of insurance agency experience preferred.
• Experience with an agency management system and Microsoft Office preferred.

Responsibilities

• Serve as the primary contact for assigned clients and provide excellent, responsive service.
• Manage policy changes, endorsements, billing, cancellations, reinstatements, renewals, and new business.
• Build strong relationships with clients, carriers, and underwriters.
• Conduct policy reviews to identify coverage gaps and opportunities.
• Support client retention, account rounding, and cross-selling efforts.
• Assist clients with claims and help facilitate communication with carriers.
• Maintain accurate client information and documentation in the agency management system.
• Stay current on carrier products, underwriting guidelines, and insurance coverage.
• Partner with producers and team members to provide a seamless client experience.

Skills

Communication skills

Problem solving

Organization

Explain insurance concepts

Education

High school diploma or equivalent

Tools

Agency management system

Microsoft Office

Job description

We're looking for a Personal Lines Account Manager who is motivated, team-minded, and a problem solver-someone who takes initiative, is resourceful, genuinely cares about people, and is always willing to learn and improve. Confident but open to feedback, willing to ask questions, and able to think critically and find solutions. Most importantly, brings a positive attitude, a strong work ethic, and a desire to continually grow while providing great service to our clients.

What You'll Do:

• Serve as the primary contact for assigned clients and provide excellent, responsive service.
• Manage policy changes, endorsements, billing, cancellations, reinstatements, renewals, and new business.
• Build strong relationships with clients, carriers, and underwriters.
• Conduct policy reviews to identify coverage gaps and opportunities.
• Support client retention, account rounding, and cross-selling efforts.
• Assist clients with claims and help facilitate communication with carriers.
• Maintain accurate client information and documentation in the agency management system.
• Stay current on carrier products, underwriting guidelines, and insurance coverage.
• Partner with producers and team members to provide a seamless client experience.

What We’re Looking For:

• Strong communication and problem-solving skills.
• Organized, dependable, and able to manage multiple priorities.
• Team player who takes initiative and ownership.
• Ability to explain insurance concepts clearly.

Qualifications:

• High school diploma or equivalent.
• Active Property & Casualty license or ability to obtain within 90 days.
• 1+ year of insurance agency experience preferred.
• Experience with an agency management system and Microsoft Office preferred.

Schedule:

• Full-time, scheduled office hours.
• On-site position.
• Local travel as needed.