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Keystoneinsurersgroup logo

Account Manager: Personal Lines (Experienced - minimum 2 years)

Keystoneinsurersgroup
Posted 4 weeks ago
🇺🇸United States🏢Hybrid📁Sales
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Are you someone who thrives on building strong client relationships and delivering exceptional service? Join our family-owned, independent insurance agency in Tyrone, GA, where you'll be part of a team that genuinely cares about our clients, our community, and one another. We are looking for a Personal Lines Account Manager who enjoys helping clients protect what matters most while providing a high level of service and expertise. At Harbin Insurance, you'll find a collaborative culture, opportunities for professional growth, and a team that values integrity, accountability, and client care. Why You'll Love This Role Build Meaningful Client Relationships Serve as a trusted advisor to clients by helping them understand their insurance needs and ensuring their coverage evolves as their lives change. Make a Difference Every Day Help individuals and families protect their homes, vehicles, assets, and financial future with confidence. Grow Your Career Work alongside experienced insurance professionals, expand your industry knowledge, and take advantage of company-paid continuing education opportunities. Be Part of a Supportive Team Join a culture that values teamwork, communication, and doing what's right for our clients and each other. Benefits & Perks Group Health Insurance 401(k) Plan Company-paid Continuing Education Group Life Insurance Short-Term Disability Insurance Long-Term Disability Insurance Hybrid work schedule eligibility after six months, based on performance and business needs What We're Looking For We're seeking someone who: Builds strong relationships with clients and teammates Is highly organized and detail-oriented Enjoys solving problems and finding solutions Communicates clearly and professionally Takes initiative and follows through Thrives in a collaborative, team-focused environment Has prior insurance industry experience and a desire to continue learning Position Summary The Personal Lines Account Manager is responsible for managing and servicing an assigned book of personal insurance clients while delivering exceptional customer service and supporting account retention efforts. This role works closely with clients, insurance carriers, and internal team members to ensure accurate coverage placement, policy servicing, and proactive account management. Essential Responsibilities Manage and service an assigned book of personal lines insurance accounts. Provide outstanding customer service through timely, professional communication. Review policy renewals and identify opportunities to improve or expand client coverage. Process policy changes, endorsements, renewals, cancellations, and new business requests. Prepare quotes, coverage comparisons, and insurance proposals. Work directly with insurance carriers to resolve client issues and advocate for client needs. Support account retention by proactively addressing coverage concerns and service needs. Identify opportunities for account rounding and additional coverage recommendations. Follow agency workflows and procedures while maintaining a high degree of accuracy and attention to detail. Maintain complete and accurate documentation within agency management systems. Assist with premium allocations, payment schedules, and resolution of accounting discrepancies as needed. Maintain confidentiality of all client, employee, carrier, and agency information. Consistently demonstrate professionalism, reliability, and a positive team-oriented attitude. Participate in continuing education and professional development opportunities. Core Competencies Customer Focus Relationship Building Communication Skills Time Management Organization and Attention to Detail Problem Solving Technical Proficiency Collaboration and Teamwork Accountability Position Details Employment Type: Full-Time Schedule: Monday–Friday Work Arrangement: Eligible for a hybrid work schedule after six months of employment, based on performance, experience, and business needs. Required Qualifications High School Diploma or GED Active Property & Casualty Insurance License Two or more years of insurance industry experience Excellent written and verbal communication skills Strong computer and organizational skills Preferred Qualifications Associate's or Bachelor's Degree Insurance industry designation (CISR, CIC, CRM, or similar) Experience servicing personal lines insurance accounts If you're looking for a career where relationships matter, your work makes a difference, and your team supports your success, we'd love to hear from you. Apply today and grow with Harbin Insurance.

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