Personal Lines Account Manager

KSi

. Maintain high account retention by providing excellent customer service across a primarily Personal Lines book of business .

Posted 9/21/2026full-timeCedar Rapids • Iowa • United StatesMid-LevelSenior💰 $60,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Personal Lines insurance with a strong focus on customer service, account retention, and consultative coverage recommendations. Proficient in managing client relationships and documentation while adhering to agency standards.

Highest-signal resume keywords

Active Iowa Property & Casualty Insurance LicensePersonal Lines Insurance ExperienceEpic Agency Management SoftwareCustomer-Focused AttitudeAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ChangesCoverage QuotesRisk Management InsightClaims AdvocacyInsurance Reviews

Soft Skills

Strong Customer ServiceConsultative ApproachConsistent Follow-Through

Tools & Technologies

Epic Agency Management Software

Certifications & Qualifications

Active Iowa Property & Casualty Insurance License

Industry Keywords

Personal LinesCommercial LinesIndependent Insurance AgencyAccount RetentionClient Relationships

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma or equivalent required
Active Iowa Property & Casualty insurance license required
Minimum of 3 years of Personal Lines insurance experience strongly preferred
Experience using Epic agency management software preferred
Experience supporting or exposure to Commercial Lines accounts is a plus
Prior experience working within an independent insurance agency environment preferred
Strong customer-focused attitude
Strong attention to detail and consistent follow-through
Ability to follow agency and carrier guidelines
Consultative approach to coverage
Full-time availability, Monday–Friday
On-site/hybrid availability in Cedar Rapids, Iowa

Benefits

Comp & perks

Paid Time Off (PTO)
Paid holidays
401(k) with company match
Company-paid short-term disability, long-term disability, and life insurance
Health insurance coverage
Professional development opportunities
Supportive team environment with long-term growth potential