Personal Lines Insurance Account Manager — Flexible Growth

Emil Rummel Insurance Agency; Caro (MI); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Emil Rummel Insurance Agency in Michigan is seeking an experienced Personal Lines Insurance Account Manager to join our team full-time. You will be the primary contact for Personal Lines clients, ensuring excellent service, accurate coverage, and proactive account management.

You will review renewals, process endorsements, and explore upsell opportunities while collaborating with producers and carriers to grow client relationships and protect their assets.

Qualifications

• Customer service experience required.
• Property & Casualty license preferred upon hire; required within 6 months.
• CISR or CIC designation preferred; CISR or CIC required within 24-36 months.

Responsibilities

• Serve as a primary point of contact for Personal Lines clients by phone, email, and other communication channels.
• Provide friendly, professional, and responsive service to existing clients and prospective customers.
• Review coverage and premiums at renewal and identify opportunities to improve protection or value.
• Process endorsements, requotes, remarketing, renewals, and policy changes.
• Look for account-rounding, upselling, and cross-selling opportunities when appropriate.
• Discuss Commercial Lines, Farm/Ag, and Life opportunities and make referrals to the appropriate team.
• Ask existing clients for referrals and make sure those opportunities are properly documented and followed up on.
• Process and issue new policies when appropriate, including gathering information, preparing quotes, obtaining applications, collecting payments, and submitting information to carriers
• Assist clients with certificates and information requested by banks, mortgage companies, and auto dealers.
• Receive claim information, explain available coverage, and assist clients when issues arise.
• Work with clients to resolve underwriting requirements and maintain appropriate coverage.
• Maintain accurate client records and keep agency management systems and communications organized.
• Stay current on carrier websites, agency technology, underwriting guidelines, and eligibility requirements.
• Participate in staff meetings, training, seminars, and professional development.
• Follow agency workflows and look for ways to improve processes and efficiency.
• Work collaboratively with producers, account managers, carriers, and other team members.

Job description

Emil Rummel Insurance Agency in Michigan is seeking an experienced Personal Lines Insurance Account Manager to join our team full-time. You will be the primary contact for Personal Lines clients, ensuring excellent service, accurate coverage, and proactive account management.

You will review renewals, process endorsements, and explore upsell opportunities while collaborating with producers and carriers to grow client relationships and protect their assets.