Personal Lines Account Manager

Boen & Associates; Sioux Falls (SD); Hybrid; USD 43,000 - 64,000; Full time

Job summary

Boen & Associates, Inc. in Sioux Falls, SD is seeking a Personal Lines Account Manager to oversee client accounts, process policy changes, renewals, and coverage inquiries with attention to accuracy and timely follow-up.

The role supports cross-selling opportunities, reviews policies for coverage adequacy, and collaborates with carriers and internal teams while working in a hybrid environment that combines in-office and remote work.

Qualifications

• Demonstrated proficiency in Account Management, with the ability to manage multiple client relationships and prioritize tasks effectively.
• Strong Customer Service skills, including clear communication, active listening, and a commitment to timely and professional client support.
• Knowledge of Personal Insurance products (e.g., auto, home, umbrella) and the ability to explain coverage options in accessible terms.
• Understanding of Insurance principles and practices, including policy structure, underwriting considerations, and claims processes.
• Comfort using agency management systems and standard office software; strong attention to detail and accuracy in documentation.
• Ability to work effectively in a hybrid environment, collaborating in-office in Sioux Falls, SD while managing some responsibilities remotely.
• Relevant state insurance producer license and prior experience in an insurance agency or similar setting preferred.
• Strong organizational, problem-solving, and interpersonal skills, with a commitment to ethical, inclusive, and non-discriminatory client interactions.

Responsibilities

• Managing personal insurance accounts, including handling policy changes, renewals, and coverage inquiries, while ensuring accurate documentation and timely follow-up.
• Responding to client questions, providing coverage explanations, processing endorsements, and coordinating with carriers to resolve billing or claims issues.
• Reviewing policies for adequacy of coverage and identifying opportunities for cross-selling or coverage improvements.
• Maintaining strong, long-term relationships with clients through professional and responsive service.
• Collaborating with internal team members to support agency goals and adhere to regulatory and company standards.

Skills

Account management

Customer service

Personal insurance

Insurance principles

Agency systems

Tools

Agency management system

Job description

Company Description

Boen & Associates, Inc. is an insurance agency that focuses on delivering innovative insurance and risk management solutions to its clients. Established in 1969, the firm has grown to a team of over 30 professionals, including more than 20 with advanced designations, reflecting a strong commitment to expertise and professional development. The organization provides comprehensive risk management services such as loss control, cost containment programs, safety communications, and OSHA compliance tools. These value-added offerings support a strategic approach that combines planning, specialized knowledge, and technology to help clients manage risk effectively. Boen & Associates is confident that its solutions can deliver meaningful benefits to individuals and organizations alike.

Role Description

The Personal Lines Account Manager is a full-time, hybrid role based in Sioux Falls, SD, with the flexibility for some work from home. This role is responsible for managing personal insurance accounts, including handling policy changes, renewals, and coverage inquiries, while ensuring accurate documentation and timely follow-up. On a daily basis, the Personal Lines Account Manager responds to client questions, provides coverage explanations, processes endorsements, and coordinates with carriers to resolve billing or claims issues. The position also involves reviewing policies for adequacy of coverage, identifying opportunities for cross-selling or coverage improvement, and maintaining strong, long-term relationships with clients through professional and responsive service. Collaboration with internal team members to support agency goals and adherence to regulatory and company standards are key aspects of this role.

Qualifications

• Demonstrated proficiency in Account Management, with the ability to manage multiple client relationships and prioritize tasks effectively.
• Strong Customer Service skills, including clear communication, active listening, and a commitment to timely and professional client support.
• Knowledge of Personal Insurance products (e.g., auto, home, umbrella) and the ability to explain coverage options in accessible terms.
• Understanding of Insurance principles and practices, including policy structure, underwriting considerations, and claims processes.
• Comfort using agency management systems and standard office software; strong attention to detail and accuracy in documentation.
• Ability to work effectively in a hybrid environment, collaborating in-office in Sioux Falls, SD while managing some responsibilities remotely.
• Relevant state insurance producer license and prior experience in an insurance agency or similar setting preferred.
• Strong organizational, problem-solving, and interpersonal skills, with a commitment to ethical, inclusive, and non-discriminatory client interactions.