Personal Lines Account Pro: Client Service & Growth

Iron Insurance Partners, LLC; Marion (KS); On-site; USD 42,000 - 54,000; Full time

Job summary

Iron Insurance Partners, LLC in Marion is seeking a PL Account Manager to support the Personal Lines Production Team and provide professional service to clients via email, phone, and in person.

The ideal candidate will handle payments, client inquiries, and carrier communications, while maintaining accurate activity logs and timely follow-ups. Licensing in Property & Casualty or willingness to obtain it is preferred.

Qualifications

• High school diploma or equivalent required.
• Licensed in Property & Casualty Insurance or ability to become licensed.
• Minimum 2 years of customer service experience.
• Willing to pursue additional insurance education.

Responsibilities

• Posting payments in AMS360 and carrier systems.
• Provide service to clients by phone, email, in person, or virtually.
• Direct clients to Service Centers when appropriate.
• Log activities and set follow-ups for items.
• Submit client change requests to carriers and confirm in writing.
• Report new claims the same day of notification.
• Review suspense items daily and address outstanding items.
• Process endorsements per procedures.
• Respond to underwriter correspondence.
• Complete stewardships with clients weekly.
• Report material changes to Account Executive or PL Service Manager.
• Provide reception services and greet clients.
• Assist with projects or transfers for PL Department objectives.
• Cross-sell additional coverage or set appointments for Account Executives.
• Perform other duties as assigned.

Skills

Customer service

Communication

Typing

Attention to detail

Teamwork

Education

High school diploma or equivalent

Property & Casualty license (or ability to obtain)

Job description

Iron Insurance Partners, LLC in Marion is seeking a PL Account Manager to support the Personal Lines Production Team and provide professional service to clients via email, phone, and in person.

The ideal candidate will handle payments, client inquiries, and carrier communications, while maintaining accurate activity logs and timely follow-ups. Licensing in Property & Casualty or willingness to obtain it is preferred.