Senior Personal Lines Account Manager

Choice Financial Group; Wilmington (DE); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid schedule

Medical/dental/vision insurance

401(k) with company match

Company-paid life insurance

Disability insurance

Paid time off and company holidays

Employee Assistance Program (EAP)

Gym membership reimbursement

Employee referral program

Ongoing professional development and增长

Job summary

Choice Insurance Agency is seeking a Senior Personal Lines Account Manager to manage an established book of business and serve as a trusted advisor to our clients. You will partner with carrier partners and support staff to drive retention, satisfaction, and growth.

The successful candidate will inherit a portfolio of personal lines accounts and work with leadership to deliver coverage solutions while mentoring less experienced team members.

Qualifications

• Active Property & Casualty License.
• Minimum of 5 years of personal lines insurance account management experience.
• Strong knowledge of homeowners, auto, renters, umbrella, and related personal lines products.
• Excellent customer service and relationship management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience using insurance agency management systems and MS Office.
• Strong organizational skills and attention to detail.

Responsibilities

• Serve as the primary relationship manager for an established portfolio of personal lines clients.
• Conduct comprehensive policy reviews and recommend appropriate coverage solutions.
• Process renewals, endorsements, policy changes, and cancellations.
• Identify opportunities to cross-sell and round out accounts based on client needs.
• Contribute to client retention and agency growth initiatives.
• Maintain accurate client records and documentation within agency management systems.
• Stay informed regarding carrier products, market trends, and regulatory changes.

Skills

Client relationship management

Communication skills

Customer service

Multi-tasking

Education

Bachelor’s degree in business or related field

Tools

Applied Epic

Microsoft Office

Job description

Location: Wilmington, DE (Hybrid)

Schedule: 2 Days In-Office | 3 Days Remote

Salary: $50,000 - $60,000 Base Salary + Monthly Performance-Based Incentive Compensation

Position Summary

Join a growing independent agency where relationship building, client advocacy, and exceptional service are at the center of everything we do.

Choice Insurance Agency is seeking a knowledgeable and client-focused Senior Personal Lines Account Manager to manage an established book of business and serve as a trusted advisor to our clients. This role is ideal for an experienced insurance professional who enjoys developing long-term client relationships, delivering coverage solutions, and mentoring less experienced team members.

The successful candidate will inherit an established portfolio of personal lines accounts and work closely with agency leadership, carrier partners, and support staff to drive client retention, satisfaction, and growth.

What We Offer

• Base salary: $50,000 - $60,000
• Monthly performance-based incentive compensation
• Hybrid work schedule: 2 days in-office and 3 days remote
• Medical, dental, and vision insurance
• 401(k) with company match
• Company-paid life insurance
• Short- and long-term disability insurance
• Paid time off and company holidays
• Employee Assistance Program (EAP)
• Gym membership reimbursement
• Employee referral program
• Ongoing professional development and growth opportunities

About The Role

In this position, you will manage an established personal lines book of business while serving as the primary point of contact for clients. You will collaborate with carrier partners, provide coverage recommendations, support account retention efforts, and identify opportunities to enhance client protection through consultative conversations.

Book of Business Details

• Approximate book of business size: $3 Million+ in annual premium
• Approximately 1,500 households/accounts under management
• Agency management system: Applied Epic and Microsoft-based tools
• Supported by a dedicated administrative team that assists with processing, documentation, and back-end service activities
• Client portfolio consists primarily of standard personal lines accounts

What You'll Do

• Serve as the primary relationship manager for an established portfolio of personal lines clients.
• Conduct comprehensive policy reviews and recommend appropriate coverage solutions.
• Process renewals, endorsements, policy changes, and cancellations.
• Identify opportunities to cross-sell and round out accounts based on client needs.
• Contribute to client retention and agency growth initiatives.
• Maintain accurate client records and documentation within agency management systems.
• Stay informed regarding carrier products, market trends, and regulatory changes.

Required Qualifications

• Active Property & Casualty License.
• Minimum of 5 years of personal lines insurance account management experience.
• Strong knowledge of homeowners, auto, renters, umbrella, and related personal lines products.
• Excellent customer service and relationship management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience using insurance agency management systems and Microsoft Office applications.
• Strong organizational skills and attention to detail.

Preferred Qualifications

• Bachelor’s degree in business, Finance, or a related field.
• Experience with Applied Epic, AMS360, or similar agency management systems.

Why Join Choice Insurance Agency?

At Choice Insurance Agency, we believe our people are our greatest asset. We are committed to fostering a collaborative workplace where experienced professionals can make an impact, build lasting client relationships, and continue growing their careers.

This is an opportunity to join a respected agency, work alongside a supportive team, and manage an established client portfolio while contributing to the continued success and growth of our organization.

Choice Insurance Agency is an Equal Opportunity Employer.