Senior Personal Lines Account Lead — Client Growth

Kaizen Lab Inc.; Virginia Beach (VA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Life and disability insurance

Employee Assistance Program (EAP)

Gym Reimbursement

Employee Referral Program

Professional growth opportunities

Monthly performance-based compensation

Job summary

Choice Insurance Agency is seeking a Personal Lines Account Manager to manage an established client portfolio, develop trusted client relationships, and contribute to the growth of the agency.

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.

Qualifications

• Active Property & Casualty License required; Virginia license required within a specified period if currently licensed in another state.
• Minimum of 5 years of experience in personal lines insurance account management.
• Strong knowledge of homeowners, auto, renters, and umbrella coverage.
• Excellent communication, customer service, and relationship-management skills.
• Proficiency with insurance agency management systems, CRM platforms, and Microsoft Office.

Responsibilities

• 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.

Skills

Personal lines knowledge

Client relationship management

Communication skills

Organizational skills

CRM platforms

Agency management systems

MS Office

Education

Bachelor's degree

Tools

CRM platforms

Microsoft Office

Job description

Choice Insurance Agency is seeking a Personal Lines Account Manager to manage an established client portfolio, develop trusted client relationships, and contribute to the growth of the agency.

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.