Personal Lines Account Manager: Growth & Retention

Frank Balbo Trucking; Gilbert (AZ); On-site; USD 52,000 - 72,000; Full time

Job summary

Insurance Brokers of Arizona in Gilbert, AZ is seeking a Personal Lines Account Manager to meet client insurance needs with prompt, accurate service. Responsible for servicing complex accounts, processing renewals, and assisting with claims and client communications.

The role emphasizes retention, cross-selling opportunities, and collaboration with carriers and clients to maintain high service levels. At-will employment and local license requirements apply.

Qualifications

• College education with experience in insurance or equivalent.
• Ability to communicate effectively, both verbal and written.
• Knowledge of insurance products and insurance markets.
• Ability to carry out complex tasks with many variables.
• Experience with personal lines insurance is a plus.
• Ability to provide accurate, professional service to clients and team.

Responsibilities

• Service: handle complex Personal Lines accounts with prompt, accurate responses.
• Retention: support renewals, discounts, and broker of record updates to meet retention goals.
• Account Rounding: solicit and process additional lines of coverage for all accounts.
• Teamwork: maintain courteous relationships with clients, carriers, COIs, and colleagues.
• Personal and Organizational Development: stay informed on industry info, products, legislation, and technology.

Skills

Effective communication

Insurance knowledge

Complex tasks analysis

Client service orientation

Reference to markets knowledge

Interpret complex information

Education

College education

Job description

Insurance Brokers of Arizona in Gilbert, AZ is seeking a Personal Lines Account Manager to meet client insurance needs with prompt, accurate service. Responsible for servicing complex accounts, processing renewals, and assisting with claims and client communications.

The role emphasizes retention, cross-selling opportunities, and collaboration with carriers and clients to maintain high service levels. At-will employment and local license requirements apply.