Personal Lines Insurance Account Manager

Join a Team That Values Relationships and Exceptional Client Service

At Securance Corp Agency, we believe insurance is about more than policies. It's about helping people protect what matters most. We're looking for an experienced Personal Lines Account Manager who is passionate about helping clients, solving problems, and building lasting relationships.

In this role, you'll serve as a trusted resource for our personal insurance clients, helping them navigate coverage options, policy changes, renewals, claims assistance, and new insurance needs. You'll work closely with our producers, carrier partners, and support team to deliver a high level of service and ensure our clients receive the protection they need.

If you enjoy working in a collaborative environment where your expertise and customer service skills make a real impact, we'd love to hear from you.

What You'll Do

As a Personal Lines Account Manager, you'll manage a portfolio of personal insurance clients and provide support throughout the entire policy lifecycle.

Client Service & Account Management

• Serve as the primary point of contact for assigned clients.

• Assist clients with policy changes, coverage questions, billing inquiries, and account servicing needs.

• Provide insurance ID cards, evidence of insurance, endorsements, binders, and policy documents.

• Educate clients on coverage options, exclusions, and insurance solutions.

• Build strong client relationships through responsive and professional service.

• Maintain accurate account documentation and activity records.

New Business & Marketing

• Assist with quoting and marketing new personal lines business.

• Gather information needed for applications and carrier submissions.

• Prepare proposals and present coverage options to clients.

• Obtain quotes from carriers and coordinate policy binding.

• Identify opportunities to expand coverage and strengthen client accounts.

Renewals & Retention

• Review and market renewal accounts when appropriate.

• Prepare renewal proposals and coverage comparisons.

• Verify policy accuracy and coordinate corrections when needed.

• Assist with premium collection and billing matters.

• Work proactively to retain client relationships and minimize cancellations.

• Support clients throughout the claims process and coordinate with carriers as needed.

Team Collaboration

• Partner closely with producers and agency leadership.

• Work efficiently within Applied Epic and carrier systems.

• Stay informed on insurance products, carrier guidelines, and industry developments.

• Contribute to a positive, supportive, and team-oriented culture.