Personal Lines Account Manager

Published: 6/14/2022

Job Description

Job DescriptionPersonal Lines Account ManagerAbout the Opportunity

Our client is a growing independent insurance agency looking to add a Personal Lines Account Manager/Agent to its team.

This position is ideal for a licensed Property & Casualty professional who enjoys working directly with clients, developing new business, managing an existing book of personal lines accounts, and identifying opportunities to expand client relationships.

The successful candidate will be comfortable balancing sales, account management, renewals, and day-to-day client service while maintaining a high level of attention to detail.

Key Responsibilities

Manage new personal lines opportunities from initial inquiry through quoting, coverage review, application, and binding.
Maintain and develop an assigned book of personal lines business.
Conduct proactive renewal reviews and work to retain clients over the long term.
Identify opportunities to move single-policy clients into broader insurance relationships.
Look for appropriate cross-selling and account-rounding opportunities.
Explain home, auto, umbrella, and related insurance products in a clear and straightforward manner.
Handle routine service needs, including policy changes, endorsements, billing questions, and coverage updates.
Maintain accurate account information and timely documentation.
Work closely with other members of the agency to provide a consistent client experience.
Utilize agency management systems, CRM tools, comparative raters, and other technology to manage accounts efficiently.
Stay current on client needs, policy details, and applicable insurance requirements.

Qualifications

Active New Hampshire Property & Casualty license required.
Maine and/or Massachusetts licensing is a plus.
Previous personal lines insurance experience preferred.
Strong candidates with a P&C license and a willingness to learn will also be considered.
Strong verbal and written communication skills.
Ability to explain insurance coverage clearly to clients.
Excellent organization and attention to detail.
Ability to manage multiple accounts, priorities, and deadlines.
Comfortable working with technology and learning new systems.
Interest in using modern and AI-supported tools to improve efficiency.
Strong teamwork and relationship-building skills.
Client-focused approach with excellent follow-through.

Compensation & Benefits

Depending on experience and qualifications.

This is a salary-based position with no commission structure, allowing the successful candidate to focus on client relationships, account retention, and quality service.

Benefits may include:

Health insurance
Dental insurance
Vision insurance
Disability insurance
Paid time off
Paid holidays
Tuition reimbursement
Flexible scheduling
Work-from-home flexibility where applicable
Training and professional development opportunities

Schedule & Work Arrangement

Our client is primarily seeking a full-time professional, although part-time arrangements may be considered for an exceptional candidate.

Scheduling flexibility is available depending on the candidate and business needs.

Remote or hybrid work may also be considered for the right individual. The primary focus is on responsiveness, accountability, communication, and the ability to provide excellent service to clients.

Why Consider This Opportunity?

Join a growing independent insurance organization.
Work in a collaborative and relationship-focused environment.
Opportunity to take ownership of an established personal lines book.
Exposure to both sales and account management responsibilities.
Access to modern technology and workflow tools.
Ongoing training and professional development.
Opportunity to take on additional responsibilities as the organization expands.
Long-term career growth potential.

Ideal Candidate

The ideal candidate is a licensed P&C professional who combines insurance knowledge, sales ability, organization, and strong customer service skills.

You should enjoy building lasting relationships rather than simply processing transactions. The role requires someone who can identify client needs, communicate coverage options effectively, stay on top of renewals, and recognize opportunities to strengthen existing accounts.

\nCompany Description

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.