Senior Personal Lines Account Manager — Client Growth

CHOICE FINANCIAL GROUP LLC; Virginia Beach (VA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and company holidays

Job summary

Choice Insurance Agency in Virginia Beach is seeking an experienced Senior Account Manager to lead a portfolio of personal lines clients and deliver exceptional service. You will act as a trusted advisor on coverage needs and partner with carriers through the claims process.

The ideal candidate has 5+ years in personal lines account management, strong communication skills, and the ability to mentor junior team members while driving client retention.

Qualifications

• Active Virginia Property & Casualty Insurance License.
• 5+ years of personal lines insurance account management experience.
• Strong knowledge of homeowners, auto, renters, and umbrella coverage.
• Excellent communication and relationship-management skills.
• Proficient with agency management systems and CRM.

Responsibilities

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

Skills

Client relationship management

Insurance product knowledge

CRM proficiency

Communication skills

Organizational multitasking

Education

Bachelor's degree in business/finance or related field

Tools

Agency management systems

CRM platforms

Microsoft Office

Job description

Choice Insurance Agency in Virginia Beach is seeking an experienced Senior Account Manager to lead a portfolio of personal lines clients and deliver exceptional service. You will act as a trusted advisor on coverage needs and partner with carriers through the claims process.

The ideal candidate has 5+ years in personal lines account management, strong communication skills, and the ability to mentor junior team members while driving client retention.