Senior Account Manager - Personal Lines

Jobtailor; Tinley Park (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Tinley Park, IL is seeking a qualified Personal Lines Account Manager to serve as a strategic partner for our clients. You will conduct regular client meetings, identify challenges, and deliver practical solutions to improve retention and satisfaction.

The role requires 4–6 years of Personal Lines experience, a Property & Casualty and Life/Health license (or willingness to obtain within 90 days), and strong communication. Proficiency with Applied EPIC and MS Office is essential.

Qualifications

• 4–6 years of Personal Lines Account Management experience.
• Property & Casualty and Life & Health license or willingness to obtain within 90 days of hire.
• Experience working with decision makers and their staff.
• Exceptional written and verbal communication skills.
• Proficiency with the Microsoft Office Suite.

Responsibilities

• Serve as a strategic partner to every client in our book of business, including but not limited to: Conducting consistent, well-prepared meetings on a regular cadence
• Identifying core challenges each client faces and delivering practical solutions
• Driving client retention through deliberate, thoughtful action
• Capturing, organizing, and maintaining relationship intelligence with precision
• Maintain current expertise in personal line plan structures, riders, compliance obligations, regulatory changes, and market trends
• Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship
• Proactively lead the renewal process keeping clients informed throughout
• Act as an educator and resource for clients
• Manage the end-to-end service workflow for our personal lines book of business
• Pursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designations
• Take on additional responsibilities as needed

Skills

Team management

Client relationship

Verbal and written communication

Microsoft Office Suite

Applied EPIC

Education

High School Diploma or equivalent

BA/BS degree preferred

Tools

Applied EPIC Agency Management System

Microsoft Office Suite

Job description

Responsibilities

• Serve as a strategic partner to every client in our book of business, including but not limited to: Conducting consistent, well-prepared meetings on a regular cadence
• Identifying core challenges each client faces and delivering practical solutions
• Driving client retention through deliberate, thoughtful action
• Capturing, organizing, and maintaining relationship intelligence with precision
• Maintain current expertise in personal line plan structures, riders, compliance obligations, regulatory changes, and market trends
• Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship
• Proactively lead the renewal process keeping clients informed throughout
• Act as an educator and resource for clients
• Manage the end-to-end service workflow for our personal lines book of business
• Pursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designations
• Take on additional responsibilities as needed

Requirements

• High School Diploma or equivalent required, BA or BS degree preferred
• Experience managing a team preferred but not required
• 4-6 Years of Personal Lines Account Management experience
• Property and Casualty & Life and Health license or willing to obtain within 90 days of hire
• Experiencing working with decision makers and their staff
• Proficiency with the Microsoft Office Suite
• Experience working with Applied EPIC agency management system
• Exceptional written and verbal communication skills
• Ability to work in fast-paced production environment