Account Manager

• Maintain high account retention by providing excellent customer service across a primarily Personal Lines book of business
• Support select Commercial Lines accounts
• Build and maintain trusted relationships with clients, carriers, and internal team members
• Receive, document, and process client service requests, including policy changes, auto ID cards, certificates, and coverage quotes
• Identify and sell additional personal lines coverages or policies to round out existing accounts
• Conduct annual insurance reviews and recommend coverage updates through outbound calls, email, and written correspondence
• Quote, review, and sell policies for inbound callers, walk-ins, referrals, and existing clients
• Provide risk management insight and clear coverage explanations tailored to client needs
• Support inbound sales opportunities and assist with claims advocacy as needed
• Maintain accurate documentation and meet agency service, quality, and delivery standards

KSi

Personal Lines Account Manager