Account Manager – Personal Lines

Relation Insurance Services

. Manage the overall client relationship by providing strategic advice on coverage, risk management and business needs .

Posted 9/18/2026full-timeBelmont • New Hampshire • United StatesMid-LevelSenior💰 $47,000 - $88,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, risk assessment, and insurance coverage solutions, with a strong focus on personal lines of coverage. Proficient in utilizing technology and analytical skills to enhance service delivery and client satisfaction.

Highest-signal resume keywords

Property And Casualty LicenseAccount Management ExperienceBilingual (Spanish/English)Advanced Personal Lines KnowledgeMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementInsurance UnderwritingPolicy ReviewClaims FacilitationAnalytical SkillsMathematical SkillsInsurance Market KnowledgePresentation SkillsClient Proposal PreparationLoss Evaluation

Soft Skills

Excellent Communication SkillsProblem-SolvingClient Service OrientationProcess ImprovementTeam Collaboration

Tools & Technologies

Microsoft ExcelMicrosoft WordPowerPointProprietary AI Solutions

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Insurance IndustryPersonal Lines CoverageRisk AnalysisCoverage OptionsInsurance ProductsContractual RequirementsClient RetentionAudit DiscrepanciesInsurance RatingsUnderwriting Procedures

About the role

Key responsibilities & impact

Manage the overall client relationship by providing strategic advice on coverage, risk management and business needs
Serve as the main point of contact for clients, addressing inquiries and guiding coverage changes and contractual requirements
Educate clients on policy exclusions and exposures
Partner in developing insurance plans tailored to client needs
Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
Manage renewal remarketing to ensure high account retention rates
Oversee preparation of client proposals, submissions, loss evaluations and risk analyses
Communicate billing and invoicing options
Prepare insurance summaries and schedules, binders, certificates, policies, endorsements and related documents
Assist clients with first reports of claims and facilitate prompt carrier responses and claim settlements
Conduct policy reviews during renewals and audits, verify accuracy and execute corrections
Communicate significant audit discrepancies and determine further action
Review cancellation requests and attempt to retain client accounts
Stay informed about insurance industry developments, products, legislation, coverage options and technology
Recommend process improvements
Identify and resolve complex client service issues
Adopt innovative technology, including proprietary AI solutions, into the service process
Perform other assigned projects, duties and tasks

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained
High School Diploma or equivalent
Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage
Bilingual (Spanish/English) is a plus or a must in some locations
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
In-depth understanding of advanced personal lines of coverage
Excellent written and verbal communications skills
Proficient in Microsoft Office, primarily Excel and Word
Computer literacy and ability to learn new software applications
Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Valid driver’s license
Ability to travel to client sites
Reliable source of transportation

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program eligibility, subject to program rules and performance factors