Account Manager – Personal Lines

Relation Insurance Services

Personal Lines Account Manager serving clients for Relation Insurance, a U.S. insurance brokerage.

Posted 8/10/2026full-timeBelmont • Connecticut, Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $44,000 - $78,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and providing strategic insurance advice, with a strong focus on personal lines coverage and risk management. Proficient in developing tailored insurance plans and facilitating effective communication with clients and insurance carriers.

Highest-signal resume keywords

Property And Casualty LicenseAccount Management ExperienceAdvanced Personal Lines CoverageBilingual Spanish/EnglishMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementInsurance UnderwritingPolicy DevelopmentClaims CoordinationAnalytical SkillsMathematical SkillsInsurance Market KnowledgeInsurance RatingsPresentation SkillsProcess Improvement

Soft Skills

Excellent Communication SkillsClient Relationship ManagementProblem SolvingAttention To DetailTeam Collaboration

Tools & Technologies

Microsoft ExcelMicrosoft WordPresentation SoftwareProprietary AI Solutions

Certifications & Qualifications

AINSCICCPCUARM

Industry Keywords

Personal Lines CoverageInsurance IndustryClient ProposalsRisk AnalysesPolicy ExclusionsCoverage OptionsInsurance ProductsClaims ProcessAudit DiscrepanciesRenewal Remarketing

About the role

Key responsibilities & impact

Manage the overall client relationship by providing strategic advice on coverage, risk management, and business needs
Serve as the main point of contact for clients, addressing inquiries and advising on coverage changes and contractual requirements
Educate clients on policy exclusions and exposures
Develop insurance plans tailored to client needs
Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
Manage renewal remarketing to support high account retention rates
Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies
Communicate billing and invoicing options
Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents
Assist clients with first reports of claims and coordinate with adjusters and claims team members
Facilitate carrier responses to expedite claim settlements
Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections
Communicate audit discrepancies and determine follow-up actions
Review cancellation requests and attempt to retain client accounts while maintaining financial integrity
Monitor industry developments, products, legislation, coverage options, and technology
Recommend process improvements
Identify and resolve complex client service issues
Adopt innovative technology, including proprietary AI solutions, into the service process
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

Property and Casualty License from state of domicile required and must be maintained
Insurance designations such as AINS, CIC, CPCU, or ARM preferred
High School Diploma or equivalent required
Four-year degree preferred
Minimum 5 years of account management experience in the insurance industry focused on personal lines coverage required
Bilingual Spanish/English is a plus or required in some locations
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
In-depth understanding of advanced personal lines coverage and complex insurance needs
Excellent written and verbal communication skills
Proficiency in Microsoft Office, primarily Excel and Word
Computer literacy and ability to learn new software applications
Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures
Valid driver's license
Ability to travel to client sites
Reliable transportation

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance