Job Overview – Personal Lines Insurance Account Manager:
Compensation: $55,000 – $75,000/year + bonus
Location: Providence, RI
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Personal Lines Insurance Account Manager for our client in Providence, RI. In this hybrid role, you will manage a book of Personal Lines business, handle renewals and policy changes, and serve as the primary client contact. You’ll identify cross-sell opportunities, ensure procedural compliance, and work with leading carriers to deliver tailored coverage solutions. Ideal for licensed professionals with strong Personal Lines experience, especially coastal and surplus lines.
Responsibilities as the Personal Lines Insurance Account Manager:
- Account Management: Oversee an assigned book of Personal Lines clients, handling renewals, policy changes, endorsements, and service requests in accordance with company procedures.
- Client Management: Serve as the primary point of contact, addressing coverage questions, resolving issues, and maintaining high service standards through proactive communication.
- Cross-Sell & Upsell: Identify opportunities to expand coverage by recommending additional Personal Lines products such as Home, Auto, and Umbrella policies.
- Carrier Collaboration: Work with national and regional insurance carriers to quote, bind, and manage policies, including surplus lines and coastal risks.
- Documentation & Compliance: Maintain accurate records and ensure adherence to internal procedures and compliance requirements.
Qualifications for the Personal Lines Insurance Account Manager:
- Education: Bachelor’s degree in Business, Finance, or a related field preferred.
- Experience: 3+ years of Personal Lines insurance experience in an agency setting, with strong exposure to surplus lines and coastal risk accounts.
- Licensure: Active Rhode Island Producer License required (AAI, AIS, or other insurance designations preferred).
- Technical Skills: Strong knowledge of Personal Lines products and insurance terminology with proficiency in Microsoft Office and familiarity with leading carrier quoting platforms.
- Skills & Attributes: Strong communication skills, excellent attention to detail, a proactive client-service mindset, and the ability to manage multiple priorities in a fast-paced, team-focused environment.
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.