Stone Hendricks Group
Executive Recruiting and Career Placement
Personal Lines Account Manager
In-office in Montgomery OH (Greater Cincinnati)
An independent insurance broker is seeking a Personal Lines Account Manager to service and manage a book of personal insurance accounts. This role is responsible for providing day-to-day client support, answering policy and coverage questions, processing changes, and assisting clients with coverage reviews and renewals. The Personal Lines Account Manager works closely with the assigned Producer to ensure timely, accurate, and professional service.
Responsibilities
Manage personal lines accounts from onboarding through renewal
Provide a consultative, service-oriented approach to client interactions
Service policies including Home, Auto, Umbrella, and related personal lines products
Respond to client inquiries regarding coverage, endorsements, billing, and policy changes
Prepare and market new business and renewal quotes to ensure appropriate coverage and competitive pricing
Work with multiple carrier underwriters and online rating platforms
Identify, collect, and manage information needed for upcoming renewals
Maintain accurate documentation and account records
Qualifications
Minimum of 3 years of insurance industry experience servicing personal lines accounts
Active Property & Casualty license
Insurance designations (CIC, CPCU, or similar) preferred but not required
Strong understanding of personal lines insurance products and brokerage operations
Ability to explain coverage clearly and provide practical guidance to clients
Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)
Strong written and verbal communication skills
Seniority level Associate
Employment type Full-time
Job function Other
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Disability insurance
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In-office in Montgomery OH (Greater Cincinnati)
An independent insurance broker is seeking a Personal Lines Account Manager to service and manage a book of personal insurance accounts. This role is responsible for providing day-to-day client support, answering policy and coverage questions, processing changes, and assisting clients with coverage reviews and renewals. The Personal Lines Account Manager works closely with the assigned Producer to ensure timely, accurate, and professional service.
Responsibilities
Manage personal lines accounts from onboarding through renewal
Provide a consultative, service-oriented approach to client interactions
Service policies including Home, Auto, Umbrella, and related personal lines products
Respond to client inquiries regarding coverage, endorsements, billing, and policy changes
Prepare and market new business and renewal quotes to ensure appropriate coverage and competitive pricing
Work with multiple carrier underwriters and online rating platforms
Identify, collect, and manage information needed for upcoming renewals
Maintain accurate documentation and account records
Qualifications
Minimum of 3 years of insurance industry experience servicing personal lines accounts
Active Property & Casualty license
Insurance designations (CIC, CPCU, or similar) preferred but not required
Strong understanding of personal lines insurance products and brokerage operations
Ability to explain coverage clearly and provide practical guidance to clients
Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)
Strong written and verbal communication skills
Seniority level Associate
Employment type Full-time
Job function Other
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Disability insurance
#J-18808-Ljbffr