Job Overview – Personal Lines Account Manager
Compensation: $60,000 – $80,000/year
Location: Montgomery County, PA
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring a Personal Lines Account Manager in Montgomery County, PA for our client, supporting policy servicing, renewals, and client account management within an insurance environment. This role will serve as a primary point of contact for clients, supporting policy servicing, account management, and carrier coordination while delivering strong client support. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Responsibilities as the Personal Lines Account Manager:
- Client Relationship Management: Serve as the primary contact for personal lines clients regarding policy servicing, renewals, and coverage-related inquiries.
- Policy Administration: Prepare and process endorsements, applications, renewals, and policy documentation accurately and efficiently.
- Coverage Review: Identify coverage gaps and recommend appropriate insurance solutions based on client needs.
- Carrier Coordination: Market new and renewal business to insurance carriers while negotiating pricing and coverage options.
- Account Maintenance: Maintain accurate client records and documentation within the agency management system.
- Team Collaboration: Partner with producers and internal team members to support client retention and agency growth initiatives.
Qualifications for the Personal Lines Account Manager:
- Education: High school diploma or equivalent is required, while a college degree is preferred.
- Licensure: Active Property & Casualty (P&C) insurance license is required.
- Experience: 2+ years of personal lines insurance account management experience is required.
- Industry Knowledge: Strong understanding of personal lines insurance products, underwriting guidelines, and carrier relationships is preferred.
- Technical Skills: Experience with AMS360 and Microsoft Office Suite is preferred.
- Skills & Attributes: Strong communication skills, attention to detail, organizational abilities, problem-solving skills, and 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.