Personal Lines Account Manager

INTRUST Bank

. Make changes to customer accounts within carrier guidelines .

Posted 10/23/2026full-timeAnn Arbor • Michigan • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal lines insurance servicing, including quoting, account management, and customer communication. Proficient in maintaining compliance with carrier guidelines and agency procedures while effectively managing customer inquiries and documentation.

Highest-signal resume keywords

Personal Lines Insurance ServicingProperty & Casualty Insurance LicenseCustomer Account ManagementEffective Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

QuotingAccount ManagementRenewal ReviewsDocumentation ProcessingAnalytical SkillsProblem-SolvingComputer SkillsExcelWord

Soft Skills

Professional CommunicationTime ManagementNegotiation SkillsConfidentiality MaintenanceMinimal Supervision

Tools & Technologies

Agency Management System

Certifications & Qualifications

Property & Casualty Insurance License

Industry Keywords

Personal Lines InsuranceCustomer InquiriesCarrier GuidelinesClaims ProcessingDisclosure Postings

About the role

Key responsibilities & impact

Make changes to customer accounts within carrier guidelines
Remarket current personal lines business when necessary
Round current accounts with additional products to help retain the book of business
Solicit, refer, and evaluate new insurance clients
Obtain and process information and documentation from carriers
Service existing accounts, including payments, changes, claims, and requotes
Conduct renewal reviews of all personal lines accounts according to agency procedures
Evaluate customer inquiries and make informed decisions
Follow up with underwriters and customers through renewal processes and changes
Log all activities in the agency management system
Maintain records, reports, and files
Answer customer inquiries regarding coverage, changes, and claims
Handle overflow of new business when needed
Assist producers when needed
Maintain required disclosure postings and licensing/continuing education
Attend required meetings and training
Answer telephones and perform other duties assigned by management

Requirements

What you’ll need

High school diploma or equivalent required
3 years of previous personal lines insurance servicing and quoting experience highly preferred
Current Property & Casualty Insurance License in required lines, or ability to obtain license within 90 days of obtaining role
Professional oral and written communication
Excellent organizational, time management, and analytical skills
Effective communication and negotiation skills
Problem-solving ability
Strong computer skills, including Excel and Word
Ability to maintain confidentiality of customers’ personal information
Ability to work with minimal supervision
Ability to lift up to 20 pounds
Ability to travel on a flexible schedule as needed

Benefits

Comp & perks

Equal Opportunity / Affirmative Action Employer
Indoor climate-controlled office space and/or private home office arrangement at management’s discretion
Required training/meetings