Job Overview – Personal Lines Insurance Account Manager:
Compensation: $55,000 – $70,000/year + bonus
Location: Oakland County, MI
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Personal Lines Insurance Account Manager in Oakland County, MI, for our client. In this hybrid role, you’ll manage personal lines accounts, handle policy processing and renewals, and deliver exceptional client service. Collaborate with underwriters and producers to ensure accurate coverage and strong client retention. Ideal for licensed insurance professionals seeking growth in a client-focused brokerage environment.
Responsibilities as the Personal Lines Insurance Account Manager:
- Client Support: Handle daily service requests, respond to client inquiries, and provide accurate coverage guidance.
- Policy Administration: Manage new business, renewals, endorsements, cancellations, ID cards, and binders per company and carrier procedures.
- Coverage Analysis: Review policies for accuracy, explain coverage options, and ensure clients have proper protection.
- Documentation & Systems: Maintain detailed records and document all client communications in the Agency Management System.
- Carrier Coordination: Work with insurance carriers through online portals to process quotes, policy changes, and updates efficiently.
Qualifications for the Personal Lines Insurance Account Manager:
- Licensure: Active Property & Casualty Insurance License required.
- Experience: 3+ years in personal lines account management or customer service within a brokerage or carrier.
- Technical Skills: Proficient in Microsoft Word, Excel, and Agency Management Systems (Applied Epic or TAM preferred) with experience using online carrier platforms and rating tools.
- Industry Knowledge: Strong understanding of personal lines insurance policies, including auto, homeowners, and umbrella coverages.
- Skills & Attributes: Organized and customer-focused professional with strong communication, multitasking, and client service skills.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.