Personal Lines Account Manager

Job Description

Job DescriptionDescription:

A Personal Lines Account Manager is responsible for servicing and maintaining a book of personal insurance clients, ensuring high

levels of customer satisfaction, retention, and compliance. This role acts as the primary point of contact for clients, providing day to-day service, policy support, and guidance across personal insurance products such as home, auto, umbrella, and specialty lines.

Requirements:

Client Service & Relationship Management

• Serve as the main contact for personal lines clients, delivering timely, accurate, and professional service.
• Build strong, long-term client relationships through proactive communication and needs-based support.
• Respond to client inquiries regarding coverage, billing, endorsements, renewals, and claims.

Policy Administration

• Manage new business submissions, renewals, endorsements, cancellations, and policy changes.
• Review policies for accuracy, coverage adequacy, and compliance with carrier and agency standards.
• Prepare and issue certificates, binders, and coverage summaries as needed.

Renewals & Retention

• Proactively manage renewal cycles, including reviewing coverage, identifying gaps, and recommending appropriate changes.
• Work to retain existing clients through consultative service and prompt issue resolution.
• Identify cross-sell and up-sell opportunities and collaborate with producers or sales teams as appropriate.

Carrier & Claims Coordination

• Liaise with insurance carriers to obtain quotes, negotiate terms, and resolve underwriting or service issues.
• Assist clients with the claims process by reporting claims, following up with carriers, and advocating on the client’s behalf.

Compliance & Documentation

• Ensure all client files and policy documentation are complete, accurate, and compliant with regulatory and agency requirements.
• Maintain detailed records within the agency management system.

Education & Licensing

• High school diploma or equivalent required; college coursework or degree preferred.
• Active Property & Casualty (P&C) License required (or ability to obtain within a specified timeframe).

Starkweather & Shepley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. These statements are intended to describe the general nature and level of work performed by the employee, and are not intended to be a complete list of responsibilities and duties. These statements do not establish a contract for employment and are subject to change at the discretion of the organization.