Personal Lines Account Manager

Impact Performance Team

Personal Lines Account Manager servicing and managing personal insurance accounts in a flexible work environment for an independent agency based in Oxford, CT.

Posted 5/14/2026full-timeRemote • Connecticut • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
Provide responsive, solution oriented customer support via phone, email, and in person interactions
Maintain accurate documentation within the agency management system and adhere to compliance guidelines
Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction

Requirements

What you’ll need

Minimum 2 years of Personal Insurance Account Management experience required
Must be located in the New England region or within a two-hour commute from Oxford, CT
Strong professionalism and ethical standards
Consistent follow through on deadlines meetings and client commitments
Enjoys helping clients and building lasting relationships
Able to offer creative and innovative solutions
Engaged in civic or professional associations
Strong communicator who understands how to align agency resources with client needs
Detail oriented and accountable
Values community involvement and long term client partnerships

Benefits

Comp & perks

Group health coverage
Retirement plan with company match
401(k)
Dental insurance
Health insurance
Vision insurance
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Personal Insurance Account ManagementPolicy changes processingCoverage updatesRenewal proposals preparationAccount remarketingDocumentation maintenanceCompliance adherencePolicy reviewsCoverage gap identificationClient retention strategies

Soft Skills

Attention to detailCustomer supportProfessionalismEthical standardsRelationship buildingCreative problem solvingStrong communicationDeadline managementAccountabilityCommunity involvement