What are the responsibilities and job description for the Personal Lines Account Manager - Hybrid | Insurance Brokerage position at The Provant Group?

Why Join The Provant Group?

At Provant, we combine the resources of a large insurance brokerage with the personalized service our clients deserve.

We’re growing fast, making an impact in the insurance industry and our community, and we’re looking for an experienced, client-focused Personal Lines Account Manager to join our team.

What Makes Us Different?

Growth & Stability – Be part of a rapidly expanding firm with opportunities to advance.
Performance-Based Bonuses – We reward all non-sales team members with a share of company success.
Flexibility – Work hybrid with the ability to balance work and life.
Comprehensive Benefits – Medical, dental, vision, 401(k), and generous PTO.

If you want to work in a high-impact role where you build strong client relationships and make a real difference, this is your opportunity.

What You'll Do

As a Personal Lines Account Manager, you’ll be the primary point of contact for clients, providing expert service, handling renewals, and proactively identifying additional coverage opportunities.

Key Responsibilities

Client Servicing & Account Management

Act as the primary contact for personal lines clients, ensuring outstanding service and proactive policy management.

Handle policy changes, auto ID cards, and coverage inquiries with accuracy and efficiency.

Manage renewals, ensuring seamless transitions and proper coverage alignment.

Keep digital files updated and in compliance with agency standards.

Policy Growth & Retention

Conduct annual policy reviews to identify coverage gaps and recommend additional lines of protection.

Engage in proactive outreach via calls, emails, and follow-ups to ensure policy retention.

Liaise with insurance carriers to align policies with client expectations.

Collaboration & Reporting

Work closely with Sales Executives, underwriters, and carriers to optimize client solutions.

Track key performance metrics to ensure clients receive industry-leading service.

Assist with carrier requests, policy changes, and document management to keep workflows efficient.

What We Offer

Salary Range : $55,000 – $75,000, based on experience.

Hybrid Work Environment – A balance of in-office and remote flexibility.

Comprehensive Benefits Package – Medical, dental, vision, 401(k), disability, and life insurance.

Performance Bonus Program – Non-sales team members share in company success.

Career Development – Training, mentorship, and advancement opportunities within a growing firm.

What You Bring

Property & Casualty license required.

2 years of experience in insurance brokerage (Personal Lines servicing preferred).

Experience with Applied Epic (or willingness to learn).

Strong analytical skills with the ability to interpret data and client needs.

Excellent communication skills and ability to collaborate across departments.

Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Ready to Apply?

Join a company that values expertise, rewards performance, and gives you the flexibility to thrive in your career.

Apply today and take the next step with The Provant Group.

Salary : $55,000 - $75,000

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Personal Lines Account Manager - Hybrid | Insurance Brokerage

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