Personal Lines Account Manager

SHIV SOFTWARE EXPERTS LLC

Personal Lines Account Manager

Bristol, CT
Full Time
Paid
  • Responsibilities

    Position: Personal Lines Account Manager in Bristol, Connecticut - $75k per annum

    Client is a well-established and growing agency seeking a detail-oriented and knowledgeable Personal Lines Account Manager to join our team. This is an excellent opportunity for a motivated professional who understands personal insurance coverage and thrives in a collaborative, client-focused environment.

    If you are passionate about delivering exceptional service, building strong client relationships, and contributing to agency growth, we would love to connect with you.

    💼 Key Responsibilities

    Manage new and renewal personal lines business, including home, auto, umbrella, and related policies

    Review insurance policies for accuracy, coverage adequacy, and completeness

    Prepare certificates, proposals, policy summaries, and coverage recommendations

    Advise clients on coverage options and help tailor policies to meet their needs

    Process endorsements, renewals, and policy changes in a timely manner

    Assist clients with billing inquiries, claims questions, and coverage concerns

    Work closely with carriers to secure competitive coverage and resolve issues

    Maintain accurate client records and documentation

    Build and maintain strong relationships with clients and carrier partners

    ✅ Qualifications

    Demonstrated experience working with personal lines policies (Homeowners, Auto, Umbrella, etc.)

    Prior client-facing experience with strong relationship-building skills

    Insurance agency or brokerage experience preferred

    Active Property & Casualty (P&C) license required

    Strong organizational skills and attention to detail

    Ability to multitask and manage a high-volume workload

    Excellent communication and problem-solving skills

    Ability to work independently while contributing to a team-oriented environment