Senior Account Manager

Choice Financial Group; Virginia Beach (VA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Life and disability insurance

Employee Assistance Program

Gym Reimbursement

Employee Referral Program

Job summary

Choice Insurance Agency in Virginia Beach seeks a Senior Account Manager to oversee a personal lines portfolio and deliver exceptional client service. You will act as a trusted advisor for coverage decisions and policy needs, guiding clients through complex scenarios with clarity and care.

The role emphasizes relationship-building, mentoring junior staff, and driving client retention while staying current with industry trends and carrier offerings.

Qualifications

• Virginia P&C license required.
• Minimum 5 years in personal lines account management.
• Strong knowledge of homeowners, auto, renters, umbrella.

Responsibilities

• Serve as primary contact for a portfolio of personal lines clients.
• Conduct policy reviews and recommend coverage solutions.
• Process new business, renewals, endorsements, changes, cancellations.
• Partner with carriers and clients to support the claims process.
• Identify cross-sell opportunities and round out accounts.
• Maintain accurate client records in agency systems.
• Mentor junior account managers and new team members.
• Stay current on industry trends and regulatory requirements.

Skills

P&C License VA

5+ years experience

Relationship Management

Communication Skills

Organizational Skills

CRM & MS Office

Education

Bachelors in Business/Finance

Tools

Agency Management System

CRM

Microsoft Office

Job description

Position Summary

Choice Insurance Agency is seeking an experienced and client-focused Senior Account Manager to join our growing Personal Lines team. This role is responsible for managing a portfolio of personal insurance clients, delivering exceptional customer service, and serving as a trusted advisor for coverage and policy needs.

The ideal candidate will bring strong personal lines insurance expertise, excellent relationship-building skills, and the ability to mentor junior team members while helping drive client retention and satisfaction.

What You'll Do

• Serve as the primary point of contact for a portfolio of personal lines clients.
• Conduct policy reviews and recommend appropriate coverage solutions based on client needs.
• Process new business, renewals, endorsements, policy changes, and cancellations.
• Partner with insurance carriers and clients to support the claims process and provide ongoing guidance.
• Identify opportunities to cross-sell and round out accounts through consultative conversations.
• Maintain accurate client records and documentation within agency management systems.
• Assist with training and mentoring junior account managers and new team members.
• Stay current on industry trends, carrier offerings, and regulatory requirements.

Required Qualifications

• Active Virginia Property & Casualty Insurance License.
• Minimum of 5 years of experience in personal lines insurance account management.
• Strong knowledge of personal lines products, including homeowners, auto, renters, and umbrella coverage.
• Excellent communication, customer service, and relationship-management skills.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• Proficiency with insurance agency management systems, CRM platforms, and Microsoft Office.

Preferred Qualifications

• Bachelor's degree in business, Finance, or a related field.
• Experience managing complex or high-value personal lines accounts.
• Previous mentoring or leadership experience within an insurance agency environment.

Why Join CIA?

At CIA, we are committed to providing exceptional service to our clients while fostering a collaborative and supportive work environment. You'll have the opportunity to work with an experienced team, build meaningful client relationships, and contribute to the continued success of a growing organization.

What We Offer:

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Life and disability insurance
• Employee Assistance Program (EAP)
• Gym Reimbursement
• Employee Referral Program

CIA is an Equal Opportunity Employer.