Personal Lines Account Manager
UP
$55,000 - $70,000 / year
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Description
Key Responsibilities
- Work with Agency Principal, Producers, and Team Members
- Order policies and issue documentation, certificates, and binders as needed
- Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
- Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
- Bind coverage for new clients
Skills, Knowledge and Expertise
- P&C License required
- Experience working for an independent insurance agency
- Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
- Minimum of 2 years of experience as a Personal Lines Account Manager
- Must also have experience with Commercial Lines
- Experience with Microsoft Office and proficiency in Word and Excel
- Excellent organizational skills with attention to detail
Benefits
- Competitive Pay
- Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
Benefits
- Competitive Pay Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
About this role
UP is an independent insurance agency seeking a Personal Lines Account Manager to join their Ohio office on a full-time, in-office basis. This role sits at the center of client experience for the Personal Lines Department, handling the day-to-day work that directly influences whether clients stay with the agency. You'll work across policy ordering, renewals, new client binding, and relationship management while collaborating with the agency principal, producers, and team members. The position demands hands-on involvement in multiple aspects of the department, so expect variety in your daily tasks.
The role requires a P&C license and a minimum of two years as a Personal Lines Account Manager at an independent agency. You'll need solid experience servicing, quoting, and marketing personal lines across multiple carriers and wholesalers, plus exposure to commercial lines work. Proficiency with Microsoft Office—particularly Word and Excel—and strong organizational skills are important. The salary range is $55,000 to $70,000, with a competitive benefits package that includes health, life, and dental insurance, vision coverage, 401k, and PTO.
This position suits someone who understands the independent agency model, values client relationships, and thrives in a role where attention to detail and cross-functional collaboration directly impact business outcomes.
Typical pay for this role
$60,000
Typical range: $40,000 to $60,000
This role's local market on JobMinglr
Pay for this role
$55,000 to $70,000 per year
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