Personal Lines Account Manager — Client-Centric Insurance Pro

Oakbridge Insurance Agency; Cordele (GA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

401k with immediate participation

Life insurance

Disability insurance

Health insurance

Flexible work environment

Job summary

Oakbridge Insurance Agency in Cordele, GA seeks a Personal Lines Account Manager to oversee the full service cycle for new and renewal personal insurance clients.

In this role you will coordinate marketing, underwriting, policy documents, billing, and ongoing client support, using Applied Epic and standard agency procedures. Strong organizational and communication skills are essential, along with the ability to work independently within a collaborative team.

Qualifications

• Active Property & Casualty Insurance License is required.
• Extensive knowledge of personal insurance products (home, auto, umbrella).
• Strong organization and time management abilities.
• Excellent customer service, written and verbal communication.
• Comfortable working independently and as part of a collaborative team.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals
• Assist with coverage placement, risk evaluation and recommending updates based on client needs
• Prepare and process policy documents including binders, ID cards, EOPs and insurance summaries
• Handle client billing needs—invoice processing, reconciliation and follow-up on outstanding items
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

Skills

Personal lines insurance

Customer service

Organization

Communication

Independent work

Microsoft Office

Tools

Applied Epic

Job description

Oakbridge Insurance Agency in Cordele, GA seeks a Personal Lines Account Manager to oversee the full service cycle for new and renewal personal insurance clients.

In this role you will coordinate marketing, underwriting, policy documents, billing, and ongoing client support, using Applied Epic and standard agency procedures. Strong organizational and communication skills are essential, along with the ability to work independently within a collaborative team.