Personal Lines Account Manager

Martin & Lark Insurance Agency; Rossford (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Martin & Lark Insurance Agency in Rossford, OH seeks a Personal Lines Account Manager to manage auto, home, and life policies, serving as the primary client contact. You will advise on coverage, process changes, renewals, and quotes, while supporting billing and policy servicing.

On-site position requiring collaboration with carriers, accurate record keeping, and cross-selling opportunities to grow the agency’s client base and maintain high service levels.

Qualifications

• Experience managing personal lines accounts, including renewals and client support.
• Strong client service and communication skills, with the ability to explain coverage options clearly and build long-term relationships.
• Organizational and administrative skills, including attention to detail, accurate data entry, and effective time management in a fast-paced environment.
• Proficiency with insurance management systems and common office software (e.g., email, spreadsheets, CRM tools).

Responsibilities

• Advise clients on coverage options and process policy changes.
• Prepare quotes and assist with billing and policy servicing.
• Respond to client inquiries and resolve issues promptly.
• Collaborate with carriers to secure competitive coverage and maintain records.

Skills

Personal lines account management

Client service

Data entry accuracy

Time management

CRM tools

License: Property & Casualty (OH)

Education

High school diploma or equivalent

CISR

CIC

Tools

Insurance management systems

Common office software (email, spreadsheets)

CRM software

Job description

Company Description

Martin & Lark Insurance Agency is an independent insurance agency that has served Northwest Ohio for over 80 years. The agency is committed to being small enough to deliver personalized, relationship-focused service while remaining large enough to efficiently handle a wide range of insurance needs. Martin & Lark specializes in Business, Auto, Homeowner’s, Professional Liability, and Life Insurance, offering tailored solutions for individuals and organizations. Team members benefit from a stable, community-oriented environment where long-term client relationships and professional integrity are highly valued.

Role Description

The Personal Lines Account Manager is a full-time, on-site role based in Rossford, OH. This position is responsible for managing personal lines accounts, including auto, home, and life insurance policies, and serving as a primary point of contact for clients. Day-to-day tasks include advising clients on coverage options, processing policy changes, handling renewals, preparing quotes, and assisting with billing and policy servicing. The role also involves responding to client inquiries, resolving issues promptly, collaborating with carriers to secure competitive coverage, and maintaining accurate records in the agency management system. The Personal Lines Account Manager supports agency growth by identifying cross-selling opportunities and contributing to a positive client experience.

Qualifications

• Demonstrated ability to manage personal lines insurance accounts, including policy servicing, renewals, and client support.
• Strong client service and communication skills, with the ability to explain coverage options clearly and build long-term relationships.
• Organizational and administrative skills, including attention to detail, accurate data entry, and effective time management in a fast-paced environment.
• Proficiency with insurance management systems and common office software (e.g., email, spreadsheets, CRM tools).
• Knowledge of personal lines insurance products such as auto, home, and life insurance; prior agency or carrier experience preferred.
• Ability to work on-site in Rossford, OH, collaborate with colleagues, and contribute to a team-focused environment.
• Active Property & Casualty insurance license in Ohio (or ability to obtain within a specified timeframe).
• High school diploma or equivalent required; additional education or industry designations (e.g., CISR, CIC) are a plus.