Personal Lines Account Manager

Synectics Inc.; Hudson (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

Health, dental, and vision insurance

Life and disability insurance

Hands on training

Tuition reimbursement

Monday through Friday schedule

Career growth opportunities

Retirement plan

Evenings off

Job summary

Synectics Inc. is seeking a Personal Lines Account Manager to support clients and agents by managing personal lines accounts, providing coverage guidance, handling renewals, and delivering high quality customer service.

You will prepare submissions, respond to client inquiries, collect exposures, and coordinate with carriers to resolve issues while maintaining accurate records in the agency management system. This role emphasizes proactive communication and strong client relationships.

Qualifications

• 3+ years of personal lines insurance experience.
• Valid Property & Casualty license or ability to obtain Wisconsin license.
• Strong communication and organizational skills.
• Proficient with agency management systems and quoting tools.

Responsibilities

• Prepare submissions and market new and renewal business to carriers.
• Respond to day-to-day client inquiries and service issues.
• Collect client exposures and provide coverage recommendations.
• Maintain accurate information in the agency management system.
• Coordinate with clients, vendors, and carriers to resolve issues.
• Track open issues and provide status updates.
• Quote, analyze, compare, and recommend coverage options.
• Manage renewal timelines and ensure timely client decisions.
• Prepare insurance summaries, renewals, schedules, and proposals.
• Review contracts and policies for accuracy.
• Support agents with new and renewal presentations.
• Build strong client relationships through proactive communication.

Skills

Client service

Communication

Organizational skills

Attention to detail

Education

Wisconsin Property & Casualty license

Tools

Agency management system

Quoting tools

Job description

Seeking a Personal Lines Account Manager to support clients and agents by managing personal lines accounts, providing coverage guidance, handling renewals, and delivering high quality customer service.

Responsibilities

• Prepare submissions and market new and renewal business to appropriate carriers
• Respond to day to day client inquiries and service issues
• Collect client exposures and provide coverage recommendations
• Maintain accurate and up to date information in the agency management system
• Coordinate with clients, vendors, and carriers to resolve issues
• Track and document open issues and provide status updates
• Quote, analyze, compare, and recommend coverage options
• Manage renewal timelines and ensure timely execution of client decisions
• Prepare insurance summaries, renewals, schedules, and proposals
• Review client contracts and policies for accuracy
• Support agents with new and renewal business presentations
• Build and maintain strong client relationships through proactive communication
• Educate clients on industry trends, issues, and changes
• Attend client meetings as required

Requirements

• 3+ years of personal lines insurance experience
• Current Property & Casualty license or ability to obtain a Wisconsin Property & Casualty Resident Intermediary license
• Valid driver's license and acceptable driving history
• Knowledge of insurance products, rating, and underwriting procedures
• Practical knowledge of quoting processes and tools
• Strong verbal and written communication skills
• Strong analytical, organizational, and business skills
• Proficient computer skills
• Ability to manage multiple priorities accurately and independently
• Strong attention to detail

Benefits

• Paid Time Off
• Health, dental, and vision insurance
• Life and disability insurance
• Hands on training
• Tuition reimbursement
• Monday through Friday schedule
• Career growth opportunities
• Retirement plan
• Evenings off