Senior Personal Lines Account Manager

Job Summary:

As an Insurance Account Manager, you will serve as the primary point of contact for a portfolio of clients. You’ll manage renewals, policy changes, and client inquiries while ensuring coverage accuracy and compliance. Your role is crucial in maintaining client satisfaction and retention.

Key Responsibilities:

• Serve as the main liaison for a book of business, responding to client needs and policy questions.
• Manage renewals, re-marketing, endorsements, and policy updates efficiently and accurately.
• Provide expert advice on coverage options, gaps, and recommendations tailored to client needs.
• Collaborate with insurance carriers to obtain quotes, resolve issues, and expedite service requests.
• Prepare and deliver professional proposals and coverage summaries.
• Maintain thorough documentation in agency management systems (e.g., AMS360).
• Proactively identify cross-sell or upsell opportunities.
• Ensure compliance with agency and carrier guidelines.

Qualifications:

• 5+ years of experience in insurance account management or a similar client service role.
• Active state Property & Casualty insurance license (required).
• Strong knowledge of personal and/or commercial insurance products.
• Excellent communication, organizational, and multitasking skills.
• Proficiency with agency management systems and Microsoft Office Suite.
• A team player with a client-first attitude.

What We Offer:

• Competitive salary: $60,000-$75,000 per year, based on experience
• Health, dental, and vision insurance
• Retirement
• Paid time off and holidays
• Ongoing training and professional development
• Supportive, collaborative work environment

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Ozark, MO 65721 (Required)

Ability to Relocate:

• Ozark, MO 65721: Relocate before starting work (Required)

Work Location: In person