Personal Lines Account Manager

BroadStreet Partners; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

BroadStreet Partners in Houston, TX seeks a Personal Lines Account Manager to service a growing book of personal lines clients with a high-touch, proactive approach.

The ideal candidate has 3+ years of personal lines experience, knowledge of high net worth coverage, and active licenses. You will renewals, endorsements, and collaborate with carriers and producers to support client retention and growth.

Qualifications

• 3+ years of personal lines insurance experience.
• High Net Worth personal lines experience preferred.
• Active license(s) required.
• Strong knowledge of personal lines coverage and products.

Responsibilities

• Manage day-to-day service needs for a portfolio of personal lines clients.
• Build and maintain strong, long-term client relationships.
• Manage renewals, including coverage reviews, quotes, proposals, and client communication.
• Process endorsements, policy changes, certificates, and other service requests.
• Review client exposures and identify coverage gaps or opportunities.
• Work with carriers and underwriters to secure appropriate coverage and terms.
• Partner with Producers and internal teams on client retention and growth opportunities.
• Maintain accurate client records and documentation.
• Provide a high-touch experience for clients with complex insurance needs.

Skills

Personal lines insurance

Client relationship management

Communication skills

Multitasking in fast paced environment

Education

Active insurance license(s)

Tools

Agency management systems

Job description

BroadStreet Partners is a rapidly growing insurance brokerage platform with 32 Core Partner agencies across the U.S. and Canada. We help high-performing independent agencies grow through expanded carrier access, resources, and support while preserving the entrepreneurial mindset and local relationships that drive success.

We are seeking a Personal Lines Account Manager to manage and service a book of personal lines clients while delivering a high level of proactive, personalized service. The ideal candidate will have strong personal lines experience, with High Net Worth (HNW) experience preferred.

Key Responsibilities

• Manage day-to-day service needs for a portfolio of personal lines clients.
• Build and maintain strong, long-term client relationships.
• Manage renewals, including coverage reviews, quotes, proposals, and client communication.
• Process endorsements, policy changes, certificates, and other service requests.
• Review client exposures and identify coverage gaps or opportunities.
• Work with carriers and underwriters to secure appropriate coverage and terms.
• Partner with Producers and internal teams on client retention and growth opportunities.
• Maintain accurate client records and documentation.
• Provide a high-touch experience for clients with complex insurance needs.

Qualifications

• 3+ years of personal lines insurance experience.
• High Net Worth personal lines experience strongly preferred.
• Active insurance license(s) required.
• Strong knowledge of personal lines coverage and products.
• Excellent communication, organization, and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with agency management systems preferred.