Why You’ll Love This Opportunity:

• Manage a stable, established book (~300 accounts) with support from experienced peers
• Annual bonus opportunity for year-over-year book growth (10%)
• Join a tight-knit, experienced team with mentorship available
• Flexibility to train on industry-standard software (Epic) if not already familiar
• Competitive benefits and a people-first culture focused on employee development

Key Responsibilities:

Client Service & Retention

• Handle renewals, endorsements, cancellations, and reinstatements
• Respond to client inquiries and resolve billing/coverage questions
• Educate clients on coverage changes and claim processes
• Maintain accurate records using an agency management system (Epic preferred)
• Conduct periodic account reviews to ensure adequate protection
• Ensure all activities meet carrier and internal compliance standards

New Business & Cross-Selling

• Identify coverage gaps and promote additional products (auto, home, umbrella)
• Prepare quotes and present proposals to prospects
• Work with producers and underwriters to secure favorable policy terms
• Follow up on new business referrals and manage pipeline activity
• Track activities and results within the agency system

Qualifications:

• 5+ years of personal lines insurance experience, with a strong understanding of the Pennsylvania market
• Active Pennsylvania Property & Casualty License required
• Proficiency with agency management systems (Epic preferred, AMS360 a plus)
• Familiarity with comparative raters and carrier portals
• Strong organizational skills and attention to detail
• Excellent communication and problem-solving abilities
• Self-starter with a professional, service-oriented approach

Compensation & Benefits:

• Base Salary: $50,000–$60,000 annually (commensurate with experience)
• Bonus: 10% of year-over-year book growth
• Paid Time Off: Vacation, sick days, and holidays
• Retirement: 401(k) with 50% match up to 4%
• Insurance Coverage:
• Medical, dental, and vision (100% premium covered for employee on base plan)
• Short-term disability and life insurance options

How to Apply: If you’re a client-focused insurance professional with a passion for personal lines and want to join a supportive, growth-minded team, we want to hear from you. Apply now to take the next step in your insurance career.

A growing independent insurance agency is seeking a Personal Lines Account Manager with deep knowledge of the Pennsylvania personal lines market. This role offers a collaborative work environment, growth incentives, and strong leadership support. You’ll take ownership of a well-established book of business while contributing to agency growth through exceptional service and cross-selling.