Customer Success Manager Jobs
Jobgether

Personal Lines Account Manager

Jobgether

Remote (United States) Mid Level
Posted 4 weeks ago

Benefits

  • Competitive salary
  • Paid time off
  • Standard benefits package
  • Professional development
  • Ongoing training

Perks

  • Remote work

Skills

Personal Lines Insurance Account Management Customer Service Policy Renewals Endorsements Compliance Agency Management Systems Analytical Skills Problem-Solving Organization Detail-Oriented Communication Skills Account Rounding P&C License Microsoft Office Document Management

About the Role

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Personal Lines Account Manager in the United States.

This role is a remote-based position responsible for managing and servicing personal lines insurance clients, ensuring high-quality customer experiences and retention. You will serve as the primary point of contact for clients, coordinating day-to-day account activities, renewals, endorsements, and policy updates. The position requires strong knowledge of personal lines coverages, regulatory compliance, and agency management systems. You will leverage analytical skills and problem-solving abilities to provide recommendations, resolve client inquiries, and support business growth through account rounding. The role is ideal for someone highly organized, detail-oriented, and proactive, with excellent communication skills and a commitment to delivering results in a remote work environment. You will collaborate with internal teams to ensure smooth workflow and maintain a professional, client-focused approach in all interactions.

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Accountabilities:
  • Serve as the primary contact for personal lines clients, managing day-to-day account servicing and retention.

  • Coordinate and process renewals, endorsements, audits, cancellations, auto ID cards, binders, and summaries of insurance.

  • Maintain client policies and records accurately within agency management and electronic document systems.

  • Provide recommendations to clients regarding coverage, policy changes, exclusions, and overall insurance needs.

  • Promote growth of existing accounts through account rounding and supporting new business opportunities.

  • Ensure timely delivery of services while maintaining a paperless workflow and protecting client confidentiality.

  • Perform additional duties as assigned to support operational and client service goals.

Requirements:

  • 3–5+ years of personal lines retail insurance experience.

  • Active Property & Casualty (P&C) insurance license.

  • Strong knowledge of personal lines coverages, policy management, and customer service best practices.

  • Experience using agency management systems and electronic document management tools.

  • Self-starter with strong organizational skills, attention to detail, and problem-solving abilities.

  • Proficiency in Microsoft Office (Outlook, Excel, Word), Adobe, and carrier websites.

  • Excellent written and verbal communication skills, including professional telephone etiquette.

  • Ability to coordinate and manage efforts of others to deliver results and resolve client issues independently.

Benefits:

  • Competitive salary based on experience.

  • Remote work opportunity across the United States.

  • Paid time off (PTO) and standard benefits package.

  • Professional development and ongoing training opportunities.

  • Supportive work environment focused on respect, safety, and collaboration.


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Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 


Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.



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