Personal Lines Account Manager

Impact Performance Team; Huntsville (AL); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, Dental, Vision reimbursement (

17 days PTO

Paid holidays

Job summary

Impact Performance Team is seeking a driven Personal Lines Account Manager to oversee a portfolio of personal insurance policies in Alabama. The role offers hybrid work flexibility and focuses on accurate coverages, renewals, and proactive policy reviews.

You will handle endorsements, billing inquiries, and coverage updates while delivering responsive customer support and maintaining compliance in the agency management system. Insurance software proficiency and strong teamwork are essential.

Qualifications

• 3+ years of experience in personal lines insurance.
• Active Property and Casualty license required.
• Excellent communication and interpersonal skills.
• Attention to detail and strong organizational skills.
• Ability to work independently and as part of a team.
• Proficiency in insurance software and Google Workspace.
• Prior Account Manager experience.
• Computer Skills: MS Word, Excel, Google, AMS, and CRM Systems.

Responsibilities

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals.
• Process endorsements, policy changes, billing inquiries, and coverage updates with attention to detail.
• Conduct proactive policy reviews to identify coverage gaps and cross sell opportunities.
• Provide responsive, solution oriented customer support via phone, email, and in person interactions.
• Maintain accurate documentation within the agency management system and follow compliance guidelines.
• Collaborate with Producers and team members to deliver a seamless client experience and support agency growth.

Skills

Personal lines insurance

Communication

Attention to detail

Team collaboration

Google Workspace

Tools

AMS

CRM Systems

MS Word

Excel

Google

Job description

About Our Client

Our client is an independent insurance agency based out of Huntsville, Alabama. We are committed to serving the families and businesses that we protect by providing custom-tailored insurance solutions. Our culture is focused on continual improvement and innovation to ensure the best customer experience. We prioritize our clients' interests and strive to put them in the best position possible.

Role Overview

This is a full-time Personal Lines Account Manager role with hybrid flexibility in Alabama. As a Personal Lines Account Manager, you will be responsible for managing and servicing accounts, providing customer support, and handling personal insurance policies. You will also assist with general customer service and contribute to the overall success of the team. Your key responsibilities may include:

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
• Process endorsements, policy changes, billing inquiries, and coverage updates with attention to detail
• Conduct proactive policy reviews to identify coverage gaps and cross sell opportunities
• Provide responsive, solution oriented customer support via phone, email, and in person interactions
• Maintain accurate documentation within the agency management system and follow compliance guidelines
• Collaborate with Producers and team members to deliver a seamless client experience and support agency growth

• 3+ years of experience in personal lines insurance
• Active Property and Casualty license required
• Excellent communication and interpersonal skills
• Attention to detail and strong organizational skills
• Ability to work independently and as part of a team
• Proficiency in insurance software and Google Workspace
• Prior Account Manager experience
• Computer Skills: MS Word, Excel, Google, AMS, and CRM Systems

• Estimated first year total compensation: $55,000 - $65,000
  • Base salary $45,000 - $55,000
  • Commission on new business, cross-selling and account rounding
  • Bonus opportunities
• 50% reimbursement of Health, Dental, and Vision insurance
• Paid Time Off (PTO) 17 Days
• Paid Holidays