Personal Lines Account Manager

Mason-McBride; Troy (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance including Life/

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Mason-McBride Insurance in Troy, MI is seeking a Customer-focused Personal Lines Account Manager to provide service across the policy lifecycle—from new business to renewals and claims support.

You will maintain client records, coordinate with carriers, and identify cross-selling opportunities while delivering an outstanding client experience. The role requires attention to detail, integrity, and teamwork in a busy setting.

Qualifications

• High School Diploma required; Associate/Bachelor’s preferred
• Active Michigan Property and Casualty License or ability to obtain on hire
• 2+ years Personal Lines insurance experience highly desired
• Strong knowledge of personal insurance products, carrier forms, underwriting guidelines
• Experience with multiple carriers in an independent agency setting preferred
• Proven ability to identify cross-selling and account rounding opportunities
• Excellent verbal and written communication skills
• Strong organizational skills with attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Client-first mindset and confidentiality in all interactions

Responsibilities

• Manage a portfolio of personal lines accounts with prompt, accurate service
• Maintain complete client records in the agency management system
• Liaise between clients and carriers to secure appropriate coverage
• Respond to inquiries via phone, email and other channels
• Review accounts to identify cross-sell opportunities and renewals
• Assist with claims reporting and follow-up with empathy
• Process policy changes and coverage requests in line with guidelines
• Order renewals, obtain carrier approvals and bind coverage
• Collaborate with staff, carriers and leadership to resolve issues
• Participate in meetings, training, and onboarding of new team members

Skills

Communication skills

Organizational skills

Team collaboration

Multitasking

Education

Michigan Property & Casualty License

High school diploma

Associates or Bachelor's degree preferred

Tools

Applied Epic

AMS360

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Lines Account Manager

Personal Lines Full Time Mason McBride - 3155 Troy, Troy, MI, US

About Us

At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are proud to be a second-generation family business, where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do. Mason-McBride offers a broad spectrum of insurance services. Whether it’s personal insurance like home, auto, life, and umbrella policies, or business insurance covering commercial property, general liability, and workers’ compensation, we have you covered. We also specialize in employee benefits, including health, dental, and vision insurance.

Personal Lines Account Manager

Position Summary:

We are seeking a customer-focused, detail-oriented Personal Lines Account Manager to join our growing team. In this role, you will serve as a trusted advisor to clients by providing exceptional service throughout the policy lifecycle, including new business, renewals, policy changes, claims support, and account management. The ideal candidate is organized, proactive, and committed to delivering an outstanding client experience while maintaining strong relationships with insurance carrier partners.

Key Responsibilities:

• Manage a portfolio of personal lines accounts by providing prompt, accurate, and professional service.
• Maintain complete and accurate client records within the agency management system, including new business, renewals, endorsements, cancellations, reinstatements, and policy updates.
• Serve as the primary liaison between clients and insurance carriers to secure appropriate coverage solutions and resolve policy-related issues.
• Respond to client inquiries via phone, email, and other communication channels with a high level of responsiveness and accuracy.
• Review client accounts to identify opportunities for account rounding and additional coverage recommendations.
• Conduct renewal reviews to ensure clients maintain appropriate coverage while identifying retention and cross-selling opportunities.
• Assist clients with claims reporting and provide ongoing claims follow-up, demonstrating empathy and professionalism throughout the claims process.
• Process policy changes and coverage requests while ensuring compliance with carrier underwriting guidelines and agency procedures.
• Order renewals, obtain carrier approvals, and bind coverage prior to policy expiration.
• Collaborate with agency staff, carrier representatives, and leadership to resolve client issues and improve service delivery.
• Participate in departmental meetings, training sessions, and agency initiatives.
• Assist with training new team members as needed.
• Prioritize workload effectively to meet deadlines and service expectations.
• Follow agency policies, procedures, and documentation standards.

Qualifications:

• High school diploma required; Associate’s or Bachelor’s degree preferred
• Active Michigan Property and Casualty License, or the ability to obtain the license upon hire
• Minimum of 2 years of applicable Personal Lines insurance experience highly desired
• Strong working knowledge of personal insurance products, coverages, carrier forms, and underwriting guidelines preferred
• Experience working with multiple insurance carriers in an independent agency setting preferred
• Proven ability to identify cross-selling and account rounding opportunities
• Proficiency with Microsoft Office Suite
• Experience with agency management systems, preferably Applied Epic or AMS360
• Excellent verbal and written communication skills
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Sound judgment and decision-making skills with a client-first mindset
• Ability to maintain confidentiality and exercise professionalism in all interactions
• Reliable attendance and strong work ethic
• Ability to pass a criminal background check, as permitted by law

Hours: Monday-Friday, 8:00am-4:30pm

Office Location:3155 W Big Beaver Road, Suite 125, Troy, MI 48084

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays