Personal Lines Account Manager

Reports To: Sam Isner, Operations Manager

Job Classification: full-time (40 hours weekly), non-exempt

Starting Compensation: $37,000-47,000, plus performance bonuses

Primary Role:

Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

  • Assist new and existing Personal Insurance clients obtain insurance coverage
  • Maintaining a high level of client service and satisfaction
  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

Qualifications & Education

  • Obtain Ohio Property & Casualty Insurance Licenses within 60 days of hire date (at agency’s expense)
  • Two-year associate college degree required; four-year college degree preferred
  • Excellent time management, verbal and written communication skills
  • High degree of self-motivation and self-direction
  • Demonstrated desire for continuous professional improvement
  • Demonstrated ability to have fun, contribute to positive company culture, and celebrate success


  • Support sales efforts by preparing quotes in conjunction with agency marketing procedures
  • Perform annual review of renewal policies for proper coverage, incorporating information obtained from client
  • Maintain client files and ensure proper documentation by processing all policies, endorsement changes, invoices, activities, etc., according to agency procedures, and within agency timelines
  • Maintain control of renewal expiration lists and aged receivables in accordance with agency guidelines
  • Respond to client inquiries, company requests, and all incoming communications in accordance with agency guidelines
  • Participate in courses for insurance/sales skills
  • Maintain current knowledge of carrier underwriting requirements
  • Remain current with industry trends by reading appropriate journals and company bulletins
  • Participate in any special projects at management’s request

If you would like to apply for this position:

  1. Email your resume to
  2. Once you have emailed your resume, let Sam know you've applied by texting him at (614)362-1342
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