LMCU
Personal Lines Account Manager
Lake Michigan Insurance Agency (LMIA), part of Lake Michigan Credit Union, is seeking a detail-oriented and service-focused Personal Lines Account Manager to support our growing book of personal insurance business. This role is responsible for delivering exceptional service to Personal Lines clients, managing renewals and policy changes, and partnering closely with Producers and the Sales team to ensure member needs are met with accuracy, care, and professionalism. The Personal Lines Account Manager will manage a designated group of accounts, working independently and collaboratively, and serving as a trusted resource to clients on coverage, billing, and policy servicing needs.
Responsibilities Client Service & Support
Assist and educate clients on personal insurance coverages, exclusions, and policy options
Respond to inbound client inquiries through a shared call queue in a timely and professional manner
Answer billing questions and assist with payment processing
Provide guidance on claims processes and carrier procedures when needed
Policy Servicing
Process policy changes, endorsements, and premium payments using carrier websites and agency management systems
Review and complete policy renewals, identifying opportunities for coverage improvement or cost savings
Manage remarketing efforts when appropriate to ensure competitive coverage for clients
Review and address non-renewals and cancellations, determining appropriate next steps
Collaboration & Underwriting
Partner closely with Producers and the Sales team on new business and changes to existing accounts
Respond to carrier underwriting requests and documentation needs in a timely and accurate manner
Maintain clear documentation of client interactions and policy activity within agency systems
Education & Experience
Minimum of 1-3 years of similar or related insurance, financial services, or customer service experience.
Associate degree (two-year college) or equivalent business/trade school coursework preferred; equivalent experience will be considered
Active Property & Casualty license or willingness to obtain within a defined timeline
Experience with AMS360 or similar agency management system is a plus
Skills & Attributes
Superior customer service skills and a client-first mindset
Strong attention to detail and organizational ability
Able to thrive in a high-volume, fast-paced environment
Self-motivated and able to manage competing priorities
Strong verbal and written communication skills
Ability to work both independently and as part of a team
LMCU is an Equal Opportunity Employer
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Banking
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Responsibilities Client Service & Support
Assist and educate clients on personal insurance coverages, exclusions, and policy options
Respond to inbound client inquiries through a shared call queue in a timely and professional manner
Answer billing questions and assist with payment processing
Provide guidance on claims processes and carrier procedures when needed
Policy Servicing
Process policy changes, endorsements, and premium payments using carrier websites and agency management systems
Review and complete policy renewals, identifying opportunities for coverage improvement or cost savings
Manage remarketing efforts when appropriate to ensure competitive coverage for clients
Review and address non-renewals and cancellations, determining appropriate next steps
Collaboration & Underwriting
Partner closely with Producers and the Sales team on new business and changes to existing accounts
Respond to carrier underwriting requests and documentation needs in a timely and accurate manner
Maintain clear documentation of client interactions and policy activity within agency systems
Education & Experience
Minimum of 1-3 years of similar or related insurance, financial services, or customer service experience.
Associate degree (two-year college) or equivalent business/trade school coursework preferred; equivalent experience will be considered
Active Property & Casualty license or willingness to obtain within a defined timeline
Experience with AMS360 or similar agency management system is a plus
Skills & Attributes
Superior customer service skills and a client-first mindset
Strong attention to detail and organizational ability
Able to thrive in a high-volume, fast-paced environment
Self-motivated and able to manage competing priorities
Strong verbal and written communication skills
Ability to work both independently and as part of a team
LMCU is an Equal Opportunity Employer
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Banking
#J-18808-Ljbffr