Account Manager, Personal Lines

Ori-gen

. Serve as the primary day-to-day contact for assigned personal insurance clients .

Posted 9/22/2026full-timeHonolulu • Hawaii • United StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing personal lines insurance accounts, including Homeowners, Auto, and Umbrella policies, while providing exceptional client service and maintaining compliance with industry regulations. Proficient in utilizing agency management systems to ensure accurate documentation and effective communication with clients and carriers.

Highest-signal resume keywords

Active Hawaii Property & Casualty LicensePersonal Lines Insurance ExperienceClient Relationship ManagementMicrosoft Office ProficiencyApplied Epic Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Lines InsurancePolicy Changes ProcessingClaims Reporting AssistanceUnderwriting Information GatheringCoverage RecommendationsCross-Selling OpportunitiesRenewal Process ManagementDocumentation AccuracyCarrier Submission PreparationInsurance Coverage Knowledge

Soft Skills

Excellent Communication SkillsStrong Customer ServiceRelationship ManagementOrganizational SkillsAttention to Detail

Tools & Technologies

Agency Management SystemsMicrosoft OfficeApplied Epic

Certifications & Qualifications

Hawaii Property & Casualty License

Industry Keywords

Personal Lines InsuranceHomeowners InsuranceAuto InsuranceUmbrella InsuranceClaims ProcessInsurance CarriersHigh-Net-Worth ClientsCoverage AdequacyRegulatory ComplianceInsurance Solutions

About the role

Key responsibilities & impact

Serve as the primary day-to-day contact for assigned personal insurance clients
Build and maintain strong client relationships through proactive communication and exceptional service
Advise clients regarding policy changes, coverage options, endorsements, billing questions, and insurance solutions
Process policy changes, endorsements, cancellations, evidence of insurance, and other servicing requests
Respond to client inquiries via phone, email, and other communication channels
Assist clients with claims reporting and coordinate with carriers to support the claims process
Maintain complete and accurate client records within the agency management system
Manage the renewal process for assigned accounts
Review renewal policies for accuracy, coverage adequacy, and client needs
Present renewal options and discuss coverage recommendations with clients
Identify cross-sell and account rounding opportunities
Coordinate with carriers to secure competitive solutions and maintain strong retention levels
Ensure renewals are completed accurately and within agency timelines
Assist with quoting and placement of new personal lines accounts
Gather underwriting information and prepare carrier submissions
Prepare proposals and coverage comparisons for clients
Obtain signatures, required documentation, and completed applications
Support Producers and referral partners in delivering a seamless client experience
Review client insurance programs to identify potential gaps in coverage
Educate clients regarding available coverages and policy enhancements
Maintain compliance with agency procedures, carrier requirements, and industry regulations
Ensure all client files and communications are documented accurately and thoroughly

Requirements

What you’ll need

Active Hawaii Property & Casualty License required
Minimum 3 years of Personal Lines insurance experience
Experience managing a Personal Lines book of business
Strong understanding of personal insurance coverages including Homeowners, Auto, Umbrella, Renters, Condominium, and Recreational Vehicle policies
Experience working directly with insurance carriers and clients
Excellent verbal and written communication skills
Strong customer service and relationship management abilities
Strong organizational skills and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office and agency management systems
Experience with high-net-worth or affluent personal lines clients
Experience marketing personal lines accounts with multiple carriers
Knowledge of carrier underwriting guidelines and personal lines rating
Experience with Applied Epic or similar agency management systems
Bilingual abilities are a plus

Benefits

Comp & perks

Medical, Dental, and Vision Insurance
Voluntary Benefits, FSA Accounts, and more
401(k) with Company Match
Unlimited Paid Time Off
Paid Volunteer – Philanthropic Time Off
Paid Holidays
Professional Development and Continuing Education Support
Licensing Renewal Assistance