Account Manager, Personal Lines

The Personal Lines Account Manager manages a growing portfolio of personal insurance accounts, including auto, homeowners, boat, and life insurance policies . The Personal Lines Account Manager provides exceptional customer service, educat es the custome r and works to develop and retain the clients .

Client Relationship Management

• Serve as the primary point of contact for clients regarding their personal insurance needs.
• Maintain strong relationships through regular communication, ensuring clients receive timely and attentive service.
• Analyze clients insurance needs and risk profiles to recommend appropriate coverage options and limits. Assist clients in understanding their policies and coverage to make informed decisions.
• Provide support to clients during the claims process to ensure a smooth and efficient resolution. Act as a liaison between the client and the insurance carrier.
• Process new business, renewals, quotes, cancellations, changes in coverage, conduct policy reviews, and other transactions .
• Provide outstanding inbound service on claims, billing questions and endorsements .

Policy Management

• Oversee all aspects of the policy lifecycle for personal lines of insurance, including new policy setup, renewals, amendments, and cancellations.
• Ensure accuracy and compliance with all relevant regulations.

Sales and Renewals

• Identify opportunities for account growth through cross-selling additional products or services.
• Lead the renewal process, including reviewing and comparing policy terms and negotiating with carriers to obtain competitive terms.
• Manage relationships with Primary carriers includ ing Chubb, Pure, AIG, Safeco, Travelers, Farmers Alliance, Progressive, and Mercury.

Documentation and Compliance

• Maintain comprehensive records of client interactions, policies, and transactions.
• Ensure all client data and policy documents are accurate and comply with legal and company standards.

Market Knowledge

• Stay informed of trends and changes in the personal insurance industry, including new products, market rates, and regulatory issues that may impact clients.

• Bachelors degree in business administration, Finance, or related field, or equivalent professional experience preferred .
• Minimum of 3 years of experience in personal lines insurance or a related field.
• Strong knowledge of personal insurance products (auto, home, life).
• Excellent communication and interpersonal skills, with a proven ability to manage client relationships.
• Proficiency in using insurance software systems and Microsoft Office Suite , Applied Epic Agency Management System is preferred.
• Current Oklahoma resident Agents License
• Must possess and maintain a valid drivers license for the state in which you reside , and an acceptable Motor Vehicle Report
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.