Personal Lines Account Manager, Insurance & Client Advisory
Overview
Personal Lines Account Manager role in Detroit, onsite, full-time. You will own client relationships across the policy lifecycle for personal lines products including home, auto, and umbrella. You’ll collaborate with carriers and internal teams to deliver tailored coverage, accurate records, and responsive service. This role emphasizes proactive client interaction, attention to detail, and a client-first approach to retention and growth.
What You'll Do10
- 1Build and manage a portfolio of personal lines accounts with prompt, accurate service.
- 2Maintain complete client records in the agency management system for new business, renewals, endorsements, and policy changes.
- 3Serve as primary liaison between clients and insurance carriers to secure coverage solutions and resolve policy issues.
- 4Respond to client inquiries via phone, email, and other channels with high responsiveness and accuracy.
- 5Review client accounts to identify opportunities for account rounding and additional coverage recommendations.
- 6Conduct renewal reviews to ensure appropriate coverage and identify retention and cross-selling opportunities.
- 7Assist clients with claims reporting and provide ongoing claims follow-up with professionalism and empathy.
- 8Process policy changes and coverage requests in line with underwriting guidelines and agency procedures.
- 9Order renewals, obtain carrier approvals, and bind coverage prior to policy expiration.
- 10Collaborate with colleagues, carriers, and leadership to resolve client issues and improve service delivery.
Requirements10
- 1High school diploma required; Associate’s or Bachelor’s degree preferred
- 2Active Michigan Property and Casualty License or ability to obtain upon hire
- 3Minimum of 2 years of Personal Lines insurance experience preferred
- 4Strong knowledge of personal insurance products, coverages, carrier forms, and underwriting guidelines
- 5Experience with multiple carriers in an independent agency setting preferred
- 6Proficiency with Microsoft Office Suite
- 7Experience with agency management systems, preferably Applied Epic or AMS360
- 8Excellent verbal and written communication skills
- 9Strong organizational skills and attention to detail
- 10Ability to manage multiple priorities in a fast-paced environment
Salary Insight
Salary not disclosed in listing
Location
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