Personal Lines Account Manager

JOB DESCRIPTION

Title: Personal Lines Account Manager

Reports to: Personal Lines Senior Team Lead

Employment Status: Full Time

FLSA Status: Non-Exempt

Company Overview:

Avery W. Hall Insurance Agency LLC has been a trusted, independent insurance agency serving our community since 1925. We take pride in offering our clients a wide range of insurance options while delivering exceptional customer service. As a valuable resource for individuals, families, and businesses, we are dedicated to excellence, professionalism, and building lasting relationships.

Position Summary:

The Account Manager serves as the service link between the insurance carriers and the agency clients. A friendly, customer-service-oriented personality and a positive, cooperative attitude are essential. Prompt responses to requests for quotes and business placements are vital to the insurance agency’s objective of providing consistently excellent customer service to prospects and clients. Attention to detail, along with excellent organizational and time management skills, is a must.

Essential Duties and Responsibilities:

The essential functions include, but are not limited to, the following:

• Process all policies, including data gathering, quoting, and issuance.
• Handle all renewals, endorsements, cancellations, cancellation confirmations, address changes, return premium checks, and any other miscellaneous mail from clients or carriers.
• Review policies for accuracy before sending them to clients.
• Maintain appropriate documentation and notes in the agency management system.
• Round out accounts by selling additional lines of coverage, reviewing, and increasing liability limits and replacement cost values on properties.
• Refer coverage to other departments: life, health, and commercial.
• Collaborate with the Assistant Sales Coordinator to conduct account reviews for remarketing.
• Address clients’ questions related to their coverage or policy status.
• Collect complete underwriting information from assigned clients/prospects.
• Effectively utilize carrier websites for quoting and servicing needs.
• Use software and internet sites to gather motor vehicle reports, credit scoring, CLUE reports, photos, and inspection reports to assist in front-line underwriting.
• Learn company guidelines to accurately quote new and renewal business.
• Input client and underwriting information into the agency management system.
• Assist with claims during emergencies or national disasters.
• Perform other duties as assigned based on staffing, location, and the current circumstances of the agency.

Objectives / Performance Standards:

• Identify and discuss with clients exposures, coverage options, and make appropriate recommendations.
• Provide prompt and cooperative customer service to all prospects, clients, and underwriters.
• Offer consistent support and constructive feedback to the supervisor regularly to promote efficient, error-free processing of new and renewal business.
• Gather complete underwriting information using standard quote sheets.
• Process new and renewal policies, endorsements, cancellations, return premium checks, and other miscellaneous items according to agency procedures and workflows efficiently and without error.
• Prepare and present quotes within 2 days of receiving requests.
• Back up other Account Managers on your team when they are out due to vacation, absenteeism, or backlog.
• Adhere to agency policies, procedures, and workflows.

Benefits

401(k) with employer matching

Health, dental, and vision insurance

Disability insurance

Flexible schedule options

Paid time off

Bonus opportunities

Join the Avery W. Hall Insurance Agency LLC team and become part of a company that values professionalism, integrity, and exceptional service. Apply today!

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Strong communication, organization, time management, and technical skills.
• Self-motivated with initiative, integrity, and thoughtfulness.
• Commitment to ongoing professional development through industry-sponsored educational programs.
• High School Diploma
• Property & Casualty Insurance license required.

Preferred Qualifications & Skills

• A minimum of 3 years of experience in personal insurance account management.
• Strong knowledge of insurance products, coverages, and industry regulations.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency in insurance management software and Microsoft Office Suite.
• Strong attention to detail and problem-solving abilities.