Personal Lines Account Manager

Lowe-Tillson Insurance & Associates; Tysons (VA); Hybrid; USD 50,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Lines Account Manager. This full-time role emphasizes exceptional customer service and proactive client management. The ideal candidate will thrive in a team-oriented environment, leveraging their Personal Lines insurance experience and management system skills. With a strong company culture and a commitment to work-life balance, this position offers a unique opportunity to grow within a family-owned agency that values its employees. If you're ready to make a significant impact in the insurance sector, this role is perfect for you.

Benefits

Health Insurance

Vision Insurance

401(k)

Paid Time Off (PTO)

Paid Sick Time

Paid Holidays

Paid Vacations

Monthly Company Contribution

Great Team Culture

Qualifications

• Great customer service skills and a positive attitude.
• Experience with Personal Lines insurance and management systems.

Responsibilities

• Review client policies and provide proactive service.
• Build rapport with clients through responsive communication.
• Manage policy changes and maintain accurate client details.

Skills

Customer Service Skills

Personal Lines Insurance Experience

Management System Skills

Communication Skills

Education

High School Diploma

Bachelor's Degree

Tools

AMS360

Job description

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Lowe-Tillson Insurance & Associates provided pay range

This range is provided by Lowe-Tillson Insurance & Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $60,000.00/yr

What You’ll Love About Working Here

Celebrating over 50 years of business, Lowe-Tillson Insurance & Associates, Inc is a small, family-owned, independent agency that cares for our employees and understands the importance of work life balance. The average tenure for our employees is greater than 10 years. We are proud of our wonderful company culture and the way we work together as a team in all aspects of our business.

What We Are Seeking

We are seeking a full-time Personal Lines Account Manager who has great customer service skills, a positive attitude, thinks outside the box, and strives to become a trusted source for our clients. Customer Service is very important to our agency as we have built a strong reputation in our area. The ideal candidate will be self-motivated, have Personal Lines insurance experience, understand companies’ portal systems and have management system skills.

Will consider captive agency experience.

Job Responsibilities

• Learn the $2.5M+ book of business from the Senior Account Manager.
• Review client policies, renewal cycles, and coverage needs to provide proactive service.
• Review renewals, assess coverage needs, and recommend policy adjustments to ensure optimal protection.
• Build rapport and relationships with our clients by providing exceptional customer service through direct, responsive communication via phone and email.
• Gather client details, obtain quotes, and present competitive coverage options.
• Assist clients with claims reporting, follow-ups and carrier communication.
• Identify and offer additional coverage to enhance client protection.
• Manage policy changes, submit requests, and confirm updates with clients.
• Update and maintain all client details in AMS360 (agency management system) to ensure the information is accurate and current.
• High School Diploma (or Equivalent)
• License: Property & Casualty (MD)

Preferred Skills

• Bachelor’s Degree; Some College; No Degree
• Management System: AMS360 – willing to train
• Health
• Vision
• Health Savings Account
• Paid Time Off (PTO)
• Paid Sick Time
• Paid Holidays
• Paid Vacations
• 401(k)
• Monthly Company Contribution (for additional coverage)
• Great Team Culture
• Hybrid schedule – after first 90 days of training

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Business Development, and General Business

• Industries

  Insurance and Insurance Agencies and Brokerages

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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