Personal Lines Insurance Account Manager

Jack Bonus Insurance Agency; Zelienople (Butler County); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Personal Lines Insurance Account Manager to enhance client service and drive growth. This role involves assisting Producers with business tasks, preparing essential documents, and educating clients on their policies. The ideal candidate will have strong communication skills and a commitment to ethical conduct. Join a dynamic team in a professional office environment where your contributions will directly impact client satisfaction and loyalty. If you're ready to take your career to the next level in the insurance industry, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in a similar position.
• Active PA P&C license required.

Responsibilities

• Assist Producers with new and renewal business.
• Prepare binder certificates and account summaries.
• Inform clients about policy coverage changes.

Skills

Ethical conduct

Strong computer skills

Strategic thinking

Decision-making ability

Proficiency in communication

Presentation skills

Education

High School diploma or GED

Associate or bachelor’s degree (preferred)

Tools

Applied EZLynx

Job description

Personal Lines Insurance Account Manager

Since 1979, Jack L. Bonus Insurance, Inc. has been a locally owned agency offering top-quality insurance in the Tri-state area. In 2024, we partnered with FernRock Risk Partners, expanding our carrier network and technological capabilities, enabling us to offer better pricing and service.

A Personal Lines Account Manager assists Producers with new and renewal business, addressing clients' daily service needs promptly and professionally. They regularly interact with Producers and carrier representatives to ensure superior client service, drive growth, and foster loyalty.

Essential Functions

1. Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release, and account balance status as needed.
2. Work on carrier websites for rating/quoting and making change requests.
3. Inform and educate clients regarding policy coverage changes, exclusions, and other policy information.
4. Maintain expiration log of existing assigned book of business.
5. Adhere to all agency procedures and E&O guidelines.
6. Maintain the integrity of all electronic files by documenting all activity, correspondence, phone calls, faxes, requests for changes, thank you cards, etc.
7. Provide technical support to client executives and advisors.
8. Participate in special projects and other duties as assigned.

Qualifications

• Ethical conduct
• Strong computer skills
• Strategic thinking
• Decision-making ability
• Proficiency in communication
• Presentation skills

This role operates in a professional office environment, routinely using standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Position Type/Expected Hours of Work

Full-time, 40-hour work week

Required Education and Experience

• High School diploma or GED
• At least 5 years of experience in a similar position
• Active PA P&C license
• Knowledge of personal lines coverage

Preferred Education and Experience

• Extensive client interaction experience (virtual and in-person)
• High school diploma minimum; associate or bachelor’s degree preferred
• Experience with Applied EZLynx or similar agency management systems
• Advanced insurance-related designations (CPCU, CIC, CISR, etc.)

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance Agencies and Brokerages