Personal Lines Account Manager

Roman Health Pharmacy LLC; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Roman Health Pharmacy LLC is seeking a Personal Lines Account Manager (New Business) to onboard new clients, process submissions, and quote Auto, Home, Umbrella, and Flood policies onsite in Texas. This role supports producers through the issuance process and requires strong communication and detail orientation.

Responsibilities include reviewing coverage from day one, submitting applications to carriers, managing the InsuredMine and NowCerts systems, and maintaining carrier relations to secure

Qualifications

• Must be legally authorized to work in the United States.
• Minimum of 1+ year of experience in insurance account management or customer service.
• Active Property & Casualty (P&C) License required (Texas license preferred or ability to obtain within 30 days of hire).
• Experience with AMS such as NowCerts and CRM platforms such as InsuredMine; proficiency in Microsoft Office 365.
• Excellent communication, multitasking ability, active listening, carrier rating knowledge, and strong attention to detail.
• Bilingual English and Spanish is a strong plus.

Responsibilities

• New Business Client Onboarding: Serve as the primary point of contact for new Personal Lines clients and conduct coverage reviews.
• Submission & Application Processing: Partner with sales producers to gather underwriting information and submit applications to carriers/MGAs; track quotes and issue binders.
• CRM & AMS Pipeline Management: Maintain organized pipeline stages within InsuredMine and NowCerts with accurate client data.
• Carrier Relations & Quoting: Communicate with carriers to resolve underwriting questions and secure competitive pricing.
• Cross-Selling & Outbound Growth: Proactively contact lost-client lists and pursue cross-sell/upsell opportunities.
• Operations & Compliance: Issue endorsements, certificates/evidence of insurance, and maintain compliance with procedures and state regulations.

Skills

Communication

Multitasking

Active listening

Carrier rating knowledge

Attention to detail

Education

P&C License

Tools

NowCerts

InsuredMine

Microsoft Office 365

Job description

POSITION OVERVIEW

About the Company We are a high-growth independent insurance agency focused on delivering personalized risk strategies, trust, and exceptional service. We prioritize long-term client relationships and support our employees through structured career development and continuous learning opportunities.

ROLE OVERVIEW

The Personal Lines Account Manager (New Business) is responsible for managing new business client onboarding, processing submissions, quoting personal lines policies (Auto, Home, Umbrella, and Flood), and supporting producers through policy issuance. This full-time onsite role combines client relationship management, carrier communication, and technical Agency Management System (AMS) workflow administration.

CANDIDATE REQUIREMENTS & QUALIFICATIONS

• Work Authorization: Must be legally authorized to work in the United States (required).
• Insurance Experience: Minimum of 1+ year of experience in insurance account management or customer service. Personal Lines experience is strongly preferred.
• Licensing: Active Property & Casualty (P&C) License required (Texas license preferred or ability to obtain within 30 days of hire).
• Software Proficiency: Experience with Agency Management Systems (AMS) such as NowCerts and CRM platforms such as InsuredMine. Proficiency in Microsoft Office 365 is required.
• Core Skills: Excellent communication, multitasking ability, active listening, carrier rating knowledge, and strong attention to detail.
• Bilingual Preference: Fluency in English and Spanish is a strong plus.

KEY RESPONSIBILITIES

• New Business Client Onboarding
  • Serve as the primary point of contact for new Personal Lines clients.
  • Conduct coverage reviews to ensure complete asset protection from day one.
• Submission & Application Processing
  • Partner with sales producers to gather underwriting information.
  • Submit applications to carriers and MGAs.
  • Track quotes and issue binders in a timely manner.
• CRM & AMS Pipeline Management
  • Maintain organized pipeline stages within InsuredMine.
  • Enter accurate client information, coverage notes, and documentation into NowCerts.
• Carrier Relations & Quoting
  • Communicate directly with insurance carriers to resolve underwriting questions.
  • Secure competitive pricing and monitor policies through the issuance process.
• Cross-Selling & Outbound Growth
  • During lower-volume periods, proactively contact lost-client lists.
  • Manage cross-sell and upsell opportunities to support agency growth.
• Operations & Compliance
  • Issue policy endorsements, certificates/evidence of insurance, and binders.
  • Maintain strict compliance with agency procedures and applicable state regulations.

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$40,000 - $60,000 a year