Job Overview – Personal Lines Insurance Account Manager
Compensation: $60,000 – $80,000/year + bonus
Location: Montgomery County, PA
Schedule: Monday to Friday, 8:30 AM – 4:30 PM (Hybrid)
Atlantic Group is hiring a Personal Lines Insurance Account Manager in Montgomery County, PA for our client, supporting client service, policy management, and new business development within a private client insurance environment. This role focuses on managing a personal lines book of business, providing coverage recommendations, and maintaining strong client relationships. The position offers the opportunity to work in a collaborative setting with growth potential and consistent client interaction.
Responsibilities as the Personal Lines Insurance Account Manager:
- Client Service: Manage day-to-day servicing of a personal lines book of business while addressing client needs and inquiries.
- Policy Management: Review existing policies and recommend coverage options based on client needs and risk exposure.
- Quoting: Prepare and present insurance quotes using carrier systems to provide competitive pricing and coverage options.
- Renewals: Proactively manage renewals and remarket policies to maintain strong client retention.
- New Business: Support new client onboarding and process applications, endorsements, and policy documentation.
- Account Growth: Identify opportunities to expand coverage and enhance client portfolios.
- System Management: Maintain accurate client records and monitor account activity within the agency management system.
- Carrier Coordination: Work with insurance carriers to negotiate terms, pricing, and coverage options.
Qualifications for the Personal Lines Insurance Account Manager:
- Education: High school diploma or equivalent is required.
- Licensure: Active Property and Casualty license is required.
- Experience: 2+ years of personal lines insurance experience is required.
- Industry Knowledge: Strong understanding of personal lines products, underwriting guidelines, and carrier relationships is required.
- Technical Skills: Proficiency in Microsoft Office and experience with AMS360 or similar systems is preferred.
- Skills & Attributes: Strong communication, organization, and problem-solving skills with a client-focused mindset are required.
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.