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Account Manager – Personal Lines
Relation Insurance Services. Manage the overall client relationship by providing strategic advice on coverage, risk management, and business needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and providing strategic insurance advice, with a strong focus on personal lines of coverage and risk management. Proficient in analyzing complex client needs and delivering tailored insurance solutions while maintaining compliance and industry standards.
Highest-signal resume keywords
Property And Casualty LicenseAccount Management ExperienceBilingual (Spanish/English)Advanced Knowledge Of Personal LinesProficient In Microsoft Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ManagementInsurance UnderwritingPolicy ReviewClaims CoordinationAnalytical SkillsMathematical SkillsInsurance RatingsQuotationsContractual RequirementsProcess Improvement
Soft Skills
Excellent Communication SkillsPresentation SkillsClient Relationship ManagementProblem-Solving SkillsAttention To Detail
Tools & Technologies
Microsoft OfficePowerPointAI SolutionsInsurance Software Applications
Certifications & Qualifications
AINSCICCPCUARM
Industry Keywords
Insurance IndustryPersonal LinesCoverage OptionsRisk AnalysisClient ProposalsRenewal RemarketingAudit DiscrepanciesInsurance ProductsLegislationClient Retention
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 and address inquiries
- Provide guidance on coverage changes and contractual requirements
- Educate clients on policy exclusions and exposures
- Develop 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 support high account retention rates
- Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies
- Communicate billing and invoicing options
- Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents
- Assist clients with first reports of claims and coordinate adjusters or claims-team visits
- Facilitate prompt carrier responses to expedite 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 while maintaining financial integrity
- Stay informed about 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, in 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
- Four-year degree preferred
- 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
- Must be computer literate with the ability to learn new software applications
- Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
- Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation
- Preference given to individuals with insurance designations such as AINS, CIC, CPCU, or ARM
Benefits
Comp & perks- Competitive pay
- Family health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
- Career advancement and development opportunities
- Eligibility to participate in a discretionary annual incentive program, subject to program rules and individual and organizational performance