Personal Lines Account Manager

Position: Licensed Personal Lines Insurance Account Manager Latest ($47k - $55K)

We are seeking a licensed Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you!

Why Join Klinger Insurance Group?

At Klinger Insurance Group, we’ve been proudly serving our clients since 1993. As a well-established and trusted company, we offer a competitive salary, comprehensive benefits, professional growth opportunities, and a supportive work environment.

We value our team and foster a culture of collaboration, respect, and recognition. At Klinger Insurance Group, you’re not just an employee—you’re part of a family that cares about your success.

Come grow with us—we love our team, and we know you will too!

Responsibilities:

• Manage a portfolio of personal lines insurance accounts, including homeowners, auto, umbrella, and other personal insurance products
• Build and maintain strong relationships with clients, insurers, and internal stakeholders
• Assess client needs and recommend appropriate coverage options
• Provide prompt, courteous, and professional service to clients, including responding to inquiries, processing policy changes, and resolving issues
• Stay current on industry trends, regulations, and best practices
• Collaborate with team members to achieve department goals and objectives
• Ensure the accuracy of client data and documentation in the agency management system
• Assist with the renewal process, including policy reviews and remarketing as needed
• Retention of existing accounts is the #1 priority: maintain consistent and quality service to customers and maintain 90% or better retention.
• Identify rounding/upsell and cross-sell opportunities and process as required.
• Renew and/or requote existing client accounts that fall within the assigned client list
• Quote, follow up, and write new business within 48 hours.
• Generate endorsements, certificates, and binders at clients' request.
• Respond to customers' billing questions, generate invoices, and assist with payments when necessary.
• Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
• Other duties as assigned.

Requirements:

• Property & Casualty License is required
• Active Personal Lines Insurance License
• Proven experience as a Personal Lines Account Manager or similar role for at least 2 years
• Strong understanding of personal lines insurance products and coverage options
• Proficiency in insurance agency management systems (Applied EPIC and Microsoft Office Suite
• Excellent communication and interpersonal skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Detail-oriented with strong organizational, time management skills and problem-solving skills
• Client focus and has a positive mindset
• Exceed current and prospective client expectations.
• Team Player that enjoys a fast-paced environment.
• High school diploma or GED required
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• CISR, CIC or CPCU designation a plus
• Previous Experience working for an Independent Agent is a plus
• Multilingual is a plus

Skills needed:

• Excellent interpersonal skills - to ensure visitors have good first impressions and feel welcomed.
• Excellent organizational skills
• Excellent communication skills both written and oral
• Good Listening Skills
• Multitasking skills
• Time Management Skills
• Problem-Solving Skills
• Positive Attitude and High Energy
• Tech-savvy

Benefits:

• 401K
• Paid Time Off
• Health Insurance
• Dental Insurance
• Life Insurance
• Bonuses based on performance
• Training and Development
• Opportunities for Advancement
• Job Stability in a Growing Industry
• Mon-Fri Schedule
• Retirement Plan
• Evenings off
• Costco Membership