Personal Lines Account Manager

Trustomega; Reno (NV); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Supportive team environment

Professional growth opportunities

Competitive compensation and benefits

Job summary

Trustomega in Reno, NV is seeking a motivated, client-focused professional to support personal insurance accounts and deliver an exceptional service experience. This role emphasizes building strong relationships, managing policy details with accuracy, and helping clients navigate coverage options with confidence.

You will handle policy changes, renewals, billing questions, quotes, and policy documentation, coordinating with carriers and internal teams to ensure a seamless client experience and

Qualifications

• Experience in personal lines insurance or account management.
• Familiar with auto, home, renters, and umbrella products.
• Strong communication and relationship-building skills.
• Detail-oriented with excellent organizational abilities.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Manage a portfolio of personal lines accounts with service excellence and retention.
• Assist clients with policy changes, billing questions, renewals, and coverage reviews.
• Prepare quotes, proposals, and policy documentation in a timely and accurate manner.
• Communicate with carriers to submit applications, follow up on requests, and resolve service issues.
• Review existing coverage to identify opportunities for enhancement or cross-selling where appropriate.
• Maintain accurate account records and documentation in agency management systems.
• Respond promptly to client inquiries by phone, email, and other service channels.
• Collaborate with internal team members to ensure a seamless client experience.

Skills

Customer service

Communication

Account management

Attention to detail

Multitasking

Microsoft Office

Tools

Agency management systems

Job description

We are seeking a motivated and client-focused professional to join our team in a role dedicated to supporting personal insurance accounts and delivering an exceptional service experience. This position is ideal for someone who enjoys building strong relationships, managing policy details with accuracy, and helping clients navigate their coverage needs with confidence.

Responsibilities

• Manage a portfolio of personal lines insurance accounts with a focus on service excellence and retention
• Assist clients with policy changes, billing questions, renewals, and coverage reviews
• Prepare quotes, proposals, and policy documentation in a timely and accurate manner
• Communicate with carriers to submit applications, follow up on requests, and resolve service issues
• Review existing coverage to identify opportunities for enhancement or cross-selling where appropriate
• Maintain accurate account records and documentation in agency management systems
• Respond promptly to client inquiries by phone, email, and other service channels
• Collaborate with internal team members to ensure a seamless client experience

Qualifications

• Experience in personal lines insurance, account management, customer service, or a related field
• Knowledge of personal insurance products such as auto, home, renters, and umbrella coverage
• Strong communication and relationship-building skills
• Excellent attention to detail and organizational abilities
• Ability to manage multiple priorities while meeting deadlines
• Proficiency with agency management systems, Microsoft Office, or similar tools
• State insurance license or the ability to obtain one may be required

Preferred Attributes

• Service-oriented mindset with a commitment to delivering a positive client experience
• Problem-solving skills and sound judgment when handling account inquiries
• Ability to work independently while contributing to a collaborative team environment
• Professional demeanor and a high level of integrity

What We Offer

• Opportunity to work in a supportive, team-focused environment
• Meaningful client interactions and a variety of account responsibilities
• Professional growth and development opportunities
• Competitive compensation and benefits, based on experience and qualifications