Personal Lines Account Manager

Job Description

Job Description

About the job

Company an independent insurance agency serving the needs of individuals and businesses in Missouri since 1944, is looking for a motivated, disciplined, and driven individual to join their Property & Casualty team.

Company is looking for a licensed P&C, service-oriented professional who is client-focused, enjoys achieving success individually and as part of a team, and is familiar with all aspects of account management. The Account Manager role is a relationship-focused one, best suited for those who are confident in their abilities in point of sale, mid-term policy changes, and renewal management.

Position Summary

The Personal Lines Account Manager (Retail Insurance Agency)

Key Responsibilities

• Manage an assigned book of personal lines clients including homeowners, auto, umbrella, renters, recreational vehicles, and other personal coverage lines.

• Serve as the primary point of contact for policyholders, addressing changes, questions, claims coordination, and billing inquiries.

• Prepare and process renewals, endorsements, cancellations, and re-marketing as needed.

• Review client exposures and identify coverage gaps or improvement opportunities.

• Communicate directly with carriers to obtain information, resolve issues, and advocate for clients.

• Maintain complete and accurate records in the agency management system (e.g., AMS360, Applied Epic).

• Ensure compliance with agency procedures and applicable insurance regulations.

• Collaborate with producers, service team members, and agency leadership to ensure a seamless client experience.

• Support agency initiatives related to retention, efficiency, and client satisfaction.

Core Competencies

Technical Expertise

• Demonstrates knowledge of personal lines coverage including auto, home, umbrella, renters, and related policy forms.

• Accurately interprets and applies coverage based on client needs.

• Proficient in agency management systems and carrier platforms.

Client Service Orientation

• Anticipates client needs and provides timely, solutions-oriented service.

• Builds strong, trust-based relationships with policyholders.

• Maintains a professional, calm, and helpful demeanor in all interactions.

Attention to Detail

• Accurately processes policy changes, renewals, and client communications.

• Ensures all documentation is complete and compliant.

• Reviews records for accuracy and proactively follows up on open items.

Communication Skills

• Communicates clearly and respectfully via phone, email, and written materials.

• Explains policy details and insurance terms in an understandable way.

• Keeps clients and team members informed of status updates and next steps.

Problem Solving & Judgment

• Identifies service issues or client concerns and works quickly to resolve them.

• Balances carrier guidelines with client expectations.

• Escalates complex situations appropriately and professionally.

Collaboration & Teamwork

• Works effectively within a team environment and contributes to shared goals.

• Supports producers, CSRs, and fellow account managers as needed.

• Communicates effectively across departments and roles.

Accountability & Initiative

• Takes ownership of assigned accounts and ensures follow-through.

• Manages time effectively and meets deadlines in a fast-paced environment.

• Actively seeks ways to improve service delivery and efficiency.

Adaptability

• Responds positively to shifting client needs, carrier changes, or process updates.

• Embraces new systems, tools, and workflows.

• Maintains effectiveness during periods of high volume or change.

Qualifications:

• Minimum of 1 year experience in personal lines account management within a retail insurance agency

• Active Property & Casualty license in applicable state

• Proficiency with agency management systems (e.g., Epic, AMS360) and Microsoft Office tools

• Strong working knowledge of personal lines coverage and carrier appetite

• Excellent organizational and customer service skills

• High School diploma or equivalent required

Preferred Qualifications:

• Familiarity with multiple personal lines carriers and comparative rating tools

• Professional designations (e.g., CISR, CPIA) are a plus

Performance Metrics:

• Client retention rate on assigned book of business

• Timeliness and accuracy of renewal processing and policy documentation

• Quality of client interactions (e.g., feedback, responsiveness, professionalism)

• Documentation compliance and system accuracy

• Collaboration and contribution to team success

• Reduction in service issues or escalations

Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.