Personal Lines Account Manager

The Misch Group; Michigan; On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Short-term disability

SIMPLE IRA with 3 percent match

Job summary

The Misch Group is seeking a Personal Lines Account Manager to service personal lines clients in our Mason, Michigan office. You will handle endorsements, quotes, policy changes and payments, with strong focus on service quality and client retention.

Proficiency with Applied Epic and multi-carrier quoting is required. This is a full-time, in-office role with no hybrid or remote option for a dedicated team serving the Michigan market.

Qualifications

• Active Michigan Property and Casualty License required.
• Two or more years of personal lines servicing experience.
• Applied Epic experience required.
• Commercial lines exposure beneficial.
• Onsite in Mason, MI five days per week.

Responsibilities

• Process day-to-day servicing of personal lines clients.
• Quote new and re-quote personal lines policies.
• Handle endorsements and changes to policies.
• Accept and process client payments and maintain documentation.
• Provide clear coverage explanations to clients and support renewals.

Skills

Personal lines servicing

Cross-selling

Multi-carrier quoting

Applied Epic experience

Education

Active Michigan Property & Casualty License

Tools

Applied Epic

Job description

Personal Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Michigan

Compensation: $65,000 - $70,000 / year

Description

Personal Lines Account Manager

Mason, MI

Onsite, in-office five days per week

No hybrid or remote option

Full-time, W2 employee

Base salary dependent on qualifications and experience

Expected range: 55,000 to 65,000

Compensation may exceed 65,000 for highly experienced candidates

Monday through Thursday: 8:15 AM to 5:00 PM

Friday: 8:15 AM to 4:00 PM

No travel required

This is an opportunity to join an established, independent insurance agency serving the Mason and broader Michigan market for nearly 80 years. The agency operates with a nine-person team and provides both personal and commercial lines coverage.

This position is open due to sustained service demand and backlog. The agency is experiencing increased service volume, endorsement processing delays, quoting strain, and phone coverage challenges. A strong hire directly impacts retention, responsiveness, and operational stability.

This is not a sales-only role. This is a true servicing and account management position.

The Personal Lines Account Manager is responsible for day-to-day servicing of personal lines clients. This includes quoting, re-quoting, endorsements, payment processing, inbound call handling, and general account maintenance.

The role requires hands-on daily use of Applied Epic. System proficiency is not optional.

This position exists to:

• Reduce service backlog
• Improve endorsement turnaround
• Support quoting responsiveness
• Strengthen client retention
• Relieve operational strain on ownership

Key Responsibilities

• Process policy endorsements accurately and efficiently
• Handle policy changes and updates
• Provide coverage explanations to clients
• Support renewals and policy adjustments
• Quote new personal lines policies
• Re-quote existing accountsw
• Work with multiple carriers
• Ensure competitive placement
• Accept and process client payments
• Maintain accurate documentation
• Answer inbound client calls
• Support general front-office coverage
• Assist with walk-in inquiries
• Daily operation of Applied Epic
• Maintain accurate account documentation
• Navigate rating and carrier interfaces

Skills, Knowledge and Expertise

• Active Michigan Property and Casualty License
• Applied Epic experience
• Personal lines servicing experience
• Comfortable working onsite five days per week in Mason, Michigan
• Two or more years of personal lines servicing experience
• Commercial lines exposure
• Cross-selling experience
• Multi-carrier quoting familiarity

Benefits

• Eligibility begins after 90 days:
• Health insurance, 100 percent employer-paid for employee
• Dental insurance
• Life insurance
• Short-term disability
• SIMPLE IRA with 3 percent match
• Must hold active Michigan licensure
• Must be eligible for employment in the United States
• Stable work history
• Service-oriented, not purely sales-driven
• Comfortable in small team environments
• Self-directed and accountable
• Comfortable with direct access to ownership
• Values long-term employment

Candidates seeking hybrid or remote-only work will not be considered.