Account Manager (Client Service)

The Personal Lines Account Manager is responsible for building and retaining strong client relationships by delivering exceptional service and support throughout the client lifecycle. This role may operate as a member of the Client Care Specialists team or collaborate closely with Account Executives or Risk Advisors, providing service and support to clients while expanding responsibilities over time.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Serves as a primary point of contact for personal lines clients, providing prompt, professional, and caring service. Creates a positive client experience during every interaction.

• Welcomes and assists clients who visit the office and willingly handles incoming client calls.

• Manages client relationships independently and collaboratively with Risk Advisors and/or Account Executives.

• Reviews client accounts during interactions to ensure coverage remains current and appropriate.

• Assists clients with policy changes, billing inquiries, coverage questions, and other service requests.

• Effectively explains policy provisions, coverages, exclusions, and insurance concepts to clients.

• Obtains quotes for new and existing personal lines coverages.

• Meets or exceeds agency turnaround-time standards for client requests and policy servicing.

• Identifies potential gaps in coverage, exposures to loss, and opportunities to improve client protection.

• Serves as a backup to sales and claims staff, as needed.

Qualifications

Education or Experience

• Previous experience with Commercial Insurance is preferred, but not required.
• High School diploma or equivalent required.
• Requires possession and maintenance of a Property and Casualty license.
• Must have a current driver license and an insurable driving record.

Work Environment/Physical Activities

• General office work environment
• Requires the regular use of arms, hands, and fingers
• Frequently required to sit for extended periods of time, reach with arms and hands, stand, walk, stoop, talk, and hear
• May be required to lift and/or move up to 10 pounds

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.