Personal Lines Account Manager

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

Job summary

Trustomega in Reno, NV is seeking a detail-oriented, client-focused professional to support personal insurance accounts and deliver a positive experience for policyholders. You will manage day-to-day account servicing, assist with policy changes and renewals, and work closely with clients and carrier partners to ensure coverage needs are handled accurately and efficiently.

The role emphasizes clear communication, meticulous record-keeping, and collaboration with internal teams to improve the

Qualifications

• Prior experience in personal lines insurance, account management, client service, or a related role preferred.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organizational abilities.
• Ability to manage multiple priorities while maintaining accuracy and professionalism.
• Comfort working with insurance systems, agency management platforms, or similar software.
• Ability to interpret policy information and explain coverage concepts clearly.
• Demonstrated commitment to providing responsive and high-quality service.

Responsibilities

• Serve as a primary point of contact for personal lines clients and respond to inquiries in a timely, professional manner.
• Review coverage needs, assist with policy updates, and support the preparation of quotes, renewals, endorsements, and cancellations.
• Maintain accurate client records and ensure account documentation is organized and up to date.
• Communicate with insurance carriers to obtain information, resolve issues, and support policy processing.
• Explain policy details, billing information, and coverage options in a clear and client-friendly way.
• Follow up on outstanding items to keep accounts moving smoothly through the service process.
• Identify opportunities to improve the client experience and support retention efforts.
• Coordinate with internal team members to support efficient account servicing and problem resolution.
• Stay informed on personal lines products, carrier guidelines, and applicable industry practices.

Skills

Personal lines insurance

Account management

Client service

Communication skills

Attention to detail

Tools

Insurance systems

Agency management platforms

Job description

Position Overview

We are seeking a detail-oriented and client-focused professional to support personal insurance accounts and deliver a positive experience for policyholders. In this role, you will manage day‑to‑day account servicing, assist with policy changes and renewals, and work closely with clients and carrier partners to help ensure coverage needs are handled accurately and efficiently.

Responsibilities

• Serve as a primary point of contact for personal lines clients and respond to inquiries in a timely, professional manner.
• Review coverage needs, assist with policy updates, and support the preparation of quotes, renewals, endorsements, and cancellations.
• Maintain accurate client records and ensure account documentation is organized and up to date.
• Communicate with insurance carriers to obtain information, resolve issues, and support policy processing.
• Explain policy details, billing information, and coverage options in a clear and client‑friendly way.
• Follow up on outstanding items to keep accounts moving smoothly through the service process.
• Identify opportunities to improve the client experience and support retention efforts.
• Coordinate with internal team members to support efficient account servicing and problem resolution.
• Stay informed on personal lines products, carrier guidelines, and applicable industry practices.

Qualifications

• Prior experience in personal lines insurance, account management, client service, or a related role preferred.
• Strong communication and relationship‑building skills.
• Excellent attention to detail and organizational abilities.
• Ability to manage multiple priorities while maintaining accuracy and professionalism.
• Comfort working with insurance systems, agency management platforms, or similar software.
• Ability to interpret policy information and explain coverage concepts clearly.
• Demonstrated commitment to providing responsive and high-quality service.

Preferred Attributes

• Proactive and solution‑oriented approach to client service.
• Strong follow‑through and sense of accountability.
• Ability to work both independently and collaboratively within a team.
• Flexibility and adaptability in a fast‑paced environment.

What We Offer

• A supportive environment focused on client service and professional growth.
• Opportunities to expand your knowledge of personal insurance products and account management.
• A collaborative team culture that values accuracy, responsiveness, and service excellence.

Equal Opportunity Commitment

We are committed to building a diverse and inclusive workplace where all individuals are respected and supported. Employment decisions are based on qualifications, experience, and business needs.