Personal Lines Account Manager — Client-Focused Growth

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

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.