Personal Lines Account Manager

Insight Global - Duluth, GA

Full-time

Duluth, GA

Administrative and Support Services

About the position

The Personal Lines Account Manager at Insight Global is responsible for managing and servicing a diverse book of business in an independent insurance agency. This role involves building strong client relationships, handling inquiries, and processing insurance applications for home, auto, umbrella, and boat insurance. The position requires effective communication and organizational skills to maintain client files and ensure compliance with agency policies.

Responsibilities

• Service a book of business and maintain client relationships.
• Manage and respond to phone calls, emails, and other client requests.
• Market new and renewal business, completing and submitting applications to carriers or quoting online.
• Review quotes and present them to clients.
• Process change requests from clients.
• Maintain client files according to agency policies and procedures in the agency management system.

Requirements

• Minimum 2 years of experience working in an Independent Insurance Agency as a Personal Lines Account Manager.
• Active Property & Casualty Insurance license.
• Proficient in Microsoft Outlook, Word, and Excel.

Nice-to-haves

• Experience in AMS360 is advantageous.