Personal Lines Account Manager - Hybrid (Sales)
About Us
At Your Policy, we are guided by four Core Values: People First, Do What You Love, Deliver What Your Promise, and Balance is Key. These values are the foundation of our approach to building strong relationships and delivering truly personalized customer service.
Our mission is to simplify the insurance experience by making it transparent, convenient, and user-friendly; empowering our customers to make confident, informed decisions about their coverage with ease and trust. Less hassle, more happiness is our motto.
Location
This is a hybrid position in office 3 set days per week, although in office would be preferred
Job Description
We're looking for an enthusiastic and client-focused Personal Lines Account Manager to join our growing team! In this role, you'll build strong relationships with a portfolio of personal lines clients, helping them find the insurance solutions that truly fit their lives.
Your primary goal is to build strong, positive relationships with both new and longtime clients, ensuring client satisfaction, retention, and overall agency growth. You'll be the go-to person they trust, making sure they're happy, supported, and sticking with us for the long haul.
If you truly care about people and want to be part of a uniquely gifted agency, we want to meet you!
Daily Responsibilities
Manage day-to-day service needs for personal lines clients, including policy changes, endorsements, billing inquiries, and claims support
Evaluate client needs and recommend appropriate insurance solutions tailored to their needs
Build and maintain strong, trust-based relationships with clients through consistent, proactive communication
Maintain accurate and up-to-date client records in the agency management system (e.g., Salesforce)
Stay informed on carrier offerings, underwriting guidelines, industry trends, and compliance requirements
Represent the agency in a professional, knowledgeable, and service-oriented manner
Qualifications:
Education: High school diploma or equivalent required; college degree preferred
Licensing: Active property and casualty required
Experience: Minimum 2 years of experience in personal lines insurance.
Proven track record of meeting or exceeding goals.
Knowledge of common personal insurance products (e.g., home, auto, renters, umbrella)
Bilingual in Spanish a plus, but not required
Skills & Competencies:
Strong interpersonal and communication skills, both verbal and written
Strong analytical and problem-solving abilities
Proven ability to build rapport
Self-motivated, goal-oriented, and able to work independently.
High level of organization and attention to detail
Proficiency in CRM and agency management systems
Preference to work in office, but not mandatory
Benefits:
Competitive base salary plus commission potential
Health, dental, and vision insurance after 30 days of employment
401(k) plan after 500 hours of employment
Paid time off and holidays
Professional development and continuing education opportunities
