Personal Lines Account Manager

Job Description

A leading independent insurance brokerage is seeking a highly personable and knowledgeable Personal Lines Account Manager to provide outstanding customer service. In this role, you will manage client accounts, process policy updates, and recommend tailored coverage solutions. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and growing their career with an established, client-focused organization.

Key Responsibilities

• Client Service & Policy Management: Handle incoming calls, emails, and faxes to process client requests, including policy changes, quotes, cancellations, reinstatements, rewrites, and new policies.

• Coverage Optimization: Review client policies and recommend coverage options tailored to their specific needs.

• Producer & Carrier Collaboration: Work closely with Producers to ensure client requests are handled efficiently; upload and forward endorsement requests to insurance carriers.

• Account Maintenance: Follow up on non-renewals, varied terms notices, potential coverage gaps, and client inquiries proactively.

• Team Support & Growth: Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.

Requirements & Qualifications

• Licensing: Active RIBO license in good standing (Required).

• Experience: Minimum of 3 years of prior insurance experience.

• Technical & Professional Skills:

  • Strong problem-solving, time management, and prioritization skills to handle multiple client requests and renewals.

  • Excellent attention to detail and accuracy when handling policies, endorsements, and client records.

  • Strong sales and upselling ability to recognize coverage enhancement opportunities.

• Interpersonal Skills:

  • High empathy, customer-focused mindset, and strong professionalism and integrity.

  • Exceptional communication skills with the ability to navigate difficult conversations (claims, rate increases, policy cancellations) with care.

  • A collaborative team player with strong initiative, adaptability, and resilience in a fast-paced environment.

Why Join Us? (Benefits)

• Compensation: 💰 Competitive salary based on experience + additional commission earning opportunities.

• Work-Life Balance:

  • Schedule: Monday to Friday, 9:00 AM – 4:30 PM.

  • Minimum 3 weeks paid vacation + paid wellness time.

  • Birthday off.

  • Paid volunteer day per year.

  • Hybrid Flexibility: Initial onboarding requires in-person work for 3–6 months, followed by hybrid flexibility (up to 2 days work-from-home).

• Health & Wellness:

  • Comprehensive prescription benefits + $2,000 Health Spending Account (HSA).

  • $200 annual wellness bursary.

• Professional Growth:

  • In-house growth programs, mentorship, and career advancement support.

  • Educational reimbursement for insurance-related courses (such as CAIB, subject to approval).

• Perks & Environment: Supportive, innovative, and collaborative team culture.

Additional Information:

• Hours: Standard full-time office hours (35 hours/week).

• Work Environment: Collaborative, supportive, and professional.