Job Overview – Personal Lines Account Manager
Compensation: $60,000 – $75,000/year + quarterly bonus
Location: Providence County, RI
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Personal Lines Account Manager in Providence County, RI for our client, supporting personal insurance account management and client service. This role is responsible for managing a book of personal lines business, servicing client accounts, coordinating policy changes, and ensuring an exceptional customer experience throughout the policy lifecycle. The ideal candidate is a detail-oriented insurance professional with strong relationship management skills and experience supporting personal lines clients.
Responsibilities as the Personal Lines Account Manager:
- Client Relationship Management: Serve as the primary contact for a portfolio of personal lines clients while providing responsive service and building long-term relationships.
- Policy Administration: Process policy endorsements, renewals, cancellations, reinstatements, and coverage updates while maintaining accurate policy information.
- Renewal Management: Manage policy renewals, prepare renewal quotes, and communicate proactively with clients to review coverage needs before policy expiration.
- Billing & Documentation: Assist with billing inquiries, maintain accurate client records, and ensure documentation complies with agency procedures and regulatory requirements.
- Carrier Coordination: Partner with insurance carriers, lenders, and internal team members to resolve policy issues and support ongoing account servicing.
- Account Development: Identify opportunities to recommend additional insurance products and support the continued growth of existing client relationships.
Qualifications for the Personal Lines Account Manager:
- Education: High school diploma or equivalent is required. Bachelor’s degree is preferred.
- Licensure: Active Property & Casualty insurance license is required.
- Experience: 2+ years of personal lines insurance account management or client service experience is required.
- Industry Knowledge: Strong knowledge of personal lines insurance products, policy coverage, renewals, endorsements, and underwriting practices is required.
- Technical Skills: Experience with agency management systems such as Applied Epic or similar platforms and proficiency with Microsoft Office Suite are required.
- Skills & Attributes: Strong communication, customer service, organizational, and problem-solving skills with the ability to manage multiple priorities, maintain attention to detail, and build lasting client relationships 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.