Personal Lines Account Manager

Williams Insurance Agency Rehoboth/Wilmington; Rehoboth Beach (DE); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Company-paid medical insurance with H⁤

Paid life insurance

Long-term disability

401(k) plan

Carrier access to personal lines

Training and support

Collaborative environment

Flexible scheduling

Job summary

Williams Insurance Agency is seeking a Personal Lines Account Manager to manage a designated book of Personal Lines, servicing clients and collaborating with Advisors to meet needs. You will renew policies, process changes, and maintain accurate records, while identifying cross-selling opportunities.

The role emphasizes strong client service, attention to detail, and regulatory compliance, with opportunities for professional development and advancement within a collaborative environment.

Qualifications

• Requires high school diploma or equivalent.
• Property & Casualty license required.
• Prior Personal Lines servicing experience preferred.
• Strong client-focused mindset with commitment to high-quality service.
• Excellent written and verbal communication skills.
• Proficient with agency management systems and standard office software.
• Highly organized with attention to detail.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Manage and service a Personal Lines book as the primary contact for clients.
• Collaborate with Advisors to meet client needs.
• Monitor renewal expirations for timely renewals.
• Provide prompt, courteous service via phone, email, fax, mail, and in person.
• Process policy changes, endorsements, audits, cancellations, and reinstatements.
• Issue proofs of insurance to mortgage companies and clients.
• Review and transact new and renewal Personal Lines business.
• Maintain thorough records in the agency management system.
• Identify opportunities for account rounding and cross-selling.
• Stay informed of carrier updates and changes.
• Use systems to process, quote, and manage tasks.
• Ensure compliance with company policies and regulatory requirements.
• Pursue ongoing professional development (e.g., CISR, CIC).
• Perform additional duties as assigned.

Skills

Client service

Attention to detail

Communication skills

Time management

Cross-selling

Regulatory/compliance

Education

High school diploma/GED

Property & Casualty license

Tools

Agency management system

Office software

Job description

Williams Insurance Agency is a trusted, independent insurance agency with more than 75 years of experience serving our community. With deep local roots and access to top national carriers, we provide tailored solutions that protect what matters most. Our commitment is to help clients achieve peace of mind and long-term security through thoughtful, strategic risk management.

Position Summary:

The Personal Lines Account Manager is responsible for managing and servicing a designated book of Personal Lines insurance business in collaboration with Insurance Advisors. This role requires strong client service skills, attention to detail, and the ability to efficiently handle all aspects of policy management, renewals, and communications. This position reports to the Personal Lines Supervisor and/or Operations Manager.

Key Responsibilities:

• Manage and service a Personal Lines book of business, serving as the primary point of contact for all client needs.
• Collaborate closely with Advisors through continual communication to ensure client needs are met.
• Monitor and review expiration reports to ensure timely renewal of policies.
• Deliver prompt, accurate, and courteous client service via phone, email, fax, mail, and in-person communication.
• Process policy and coverage change requests, endorsements, audits, cancellations, reinstatements, and related transactions.
• Respond to mortgage companies, clients, and other third parties to issue proof of insurance (e.g., Evidence of Property, etc.).
• Review, process, and transact all Personal Lines new and renewal business.
• Maintain thorough, accurate, and current documentation and activities in the agency management system for client communications, follow-ups, surplus lines renewals, and other service actions.
• Identify opportunities for account rounding and cross-selling; make strategic recommendations to Advisors and clients to enhance coverage, reduce risk, and avoid Errors & Omissions exposures.
• Stay informed of carrier updates and changes.
• Utilize agency and carrier systems efficiently to process, quote, and manage policy tasks.
• Ensure ongoing compliance with all company policies, procedures, and regulatory requirements.
• Pursue ongoing professional development, including continuing education and industry designations (e.g., CISR, CIC, etc.).
• Perform additional duties as assigned by the Personal Lines Supervisor, Operations Manager or agency leadership.

What We Offer:

• Competitive pay and commission structure when applicable
• Company-paid medical insurance with a company-contributed Health Savings Account (HSA)
• Paid life insurance and long-term disability coverage
• A variety of voluntary benefits to fit your individual needs
• A company-contributed 401(k) plan to support your long-term financial goals
• Access to top carriers and a full suite of personal lines products.
• Marketing and training support to help you generate and close new business.
• A collaborative and supportive agency environment.
• Flexibility to manage your schedule and client relationships.

Qualifications:

• High school diploma, GED or equivalent is required.
• Property & Casualty insurance license is required.
• Prior experience in Personal Lines insurance servicing is preferred.
• A client-focused mindset with a commitment to high-quality service.
• Strong written and verbal communication skills.
• Proficient in agency management systems and general office software.
• Exceptional organizational skills and attention to detail.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

Equal Opportunity Employer Statement:

Williams Insurance Agency is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.

• All offers of employment are contingent upon the successful completion of a background check and verification of eligibility to work in the United States. Applicants will be required to complete an I-9 form as part of the onboarding process.