Position Summary
The Personal Lines Account Manager is responsible for building and maintaining strong client relationships by providing excellent customer service, managing personal lines insurance accounts, and ensuring policies meet client needs. This role involves day-to-day account management, policy servicing, and supporting producers in retaining and growing the book of business.
Key Responsibilities
- Manage a book of personal lines insurance accounts, ensuring accuracy, timeliness, and client satisfaction.
- Provide clients with exceptional service through proactive communication, prompt responses, and professional problem-solving.
- Review policies for accuracy and coverage adequacy; identify gaps and recommend appropriate coverage options.
- Process policy changes, renewals, endorsements, cancellations, and reinstatements.
- Assist clients with claims by providing guidance, tracking progress, and ensuring positive outcomes.
- Prepare quotes, proposals, and renewal presentations in collaboration with carriers and producers.
- Maintain accurate records in the agency management system and ensure compliance with agency and carrier guidelines.
- Support producers with cross-selling opportunities and account rounding to increase retention and revenue.
- Stay current on industry trends, products, and carrier offerings to provide informed recommendations.
- Foster positive carrier and underwriter relationships to negotiate terms and resolve issues.
Qualifications
- Previous experience in personal lines insurance account management or customer service preferred.
- Active Property & Casualty license (or ability to obtain within a set timeframe).
- Strong knowledge of personal lines products (homeowners, auto, umbrella, recreational, etc.).
- Proficiency with insurance agency management systems (Applied Epic, AMS360) and Microsoft Office Suite.
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
- Strong interpersonal and communication skills (verbal and written).
- Proven ability to work independently as well as collaboratively within a team.
- Customer-focused mindset with a proactive approach to problem-solving.
- Ability to explain insurance concepts clearly and professionally to clients.
- Strong time management and organizational skills.
- Results-oriented with a commitment to retention and growth.
- Full-time position, in-office role.
- Fast-paced, client-focused environment requiring multitasking and adaptability.
Why Work for Ansay?
Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.
At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It's the Ansay Way! As such the following core values guide our behaviors:
- Respect - Compassionate and Loyal
- Integrity - Honesty and Trustworthy
- Accountability - Responsible for Actions & Results
- Passion - Unfailing Dedication & Pride In Work
- Positive "I Can Do" Mentality - Constant, Never-Ending Improvement
- Excellence / Professionalism - High Expectations & Pursuit of Opportunities to further our Capabilities
Benefits
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Professional development and designation support
Equal Opportunity Employer
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.