Senior Personal Lines Account Manager

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

Position Summary

Join a growing agency where relationship building andexceptional client service are valued. Choice Insurance Agencyis seeking aPersonal Lines Account Manager to manage an established client portfolio,develop trusted client relationships, and contribute to the continued growth ofour agency.

The ideal candidate will bring strong personal linesinsurance expertise, excellent relationship-building skills, and the ability tomentor junior team members while helping drive client retention andsatisfaction.

What We Offer

• Base salary: $50,000 - $60,000
• Eligible for monthly variable compensation based on performance
• Hybrid work schedule considered: 2 days in the office and 3 days working from home
• 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
• Professional growth and development opportunities

What You'll Do

• Serveas the primary point of contact for a portfolio of personal lines clients.
• Conductpolicy reviews and recommend appropriate coverage solutions based onclient needs.
• Processnew business, renewals, endorsements, policy changes, and cancellations.
• Partnerwith insurance carriers and clients to support the claims process andprovide ongoing guidance.
• Identifyopportunities to cross-sell and round out accounts through consultativeconversations.
• Maintainaccurate client records and documentation within agency managementsystems.
• Assistwith training and mentoring junior account managers and new team members.
• Staycurrent on industry trends, carrier offerings, and regulatoryrequirements.

What We're Looking For

Required

• An Active Property & Casualty License required; Virginialicense required within a specified period if currently licensed in anotherstate.
• Minimumof 5 years of experience in personal lines insurance account management.
• Strongknowledge of personal lines products, including homeowners, auto, renters,and umbrella coverage.
• Excellentcommunication, customer service, and relationship-management skills.
• Strongorganizational skills with the ability to manage multiple prioritieseffectively.
• Proficiencywith insurance agency management systems, CRM platforms, and MicrosoftOffice.

Preferred

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

Why Join CIA?

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

CIA is an Equal Opportunity Employer.