Personal Lines Account Manager
This is an opportunity to join an established, independent insurance agency serving the Mason and broader Michigan market for nearly 80 years. The agency operates with a nine-person team and provides both personal and commercial lines coverage. This position is open due to sustained service demand and backlog. The agency is experiencing increased service volume, endorsement processing delays, quoting strain, and phone coverage challenges. A strong hire directly impacts retention, responsiveness, and operational stability. This is not a sales-only role. This is a true servicing and account management position.
The Personal Lines Account Manager is responsible for day-to-day servicing of personal lines clients. This includes quoting, re-quoting, endorsements, payment processing, inbound call handling, and general account maintenance. The role requires hands-on daily use of Applied Epic. System proficiency is not optional. This position exists to: โข Reduce service backlog โข Improve endorsement turnaround โข Support quoting responsiveness โข Strengthen client retention โข Relieve operational strain on ownership
Key Responsibilities
โข Process policy endorsements accurately and efficiently โข Handle policy changes and updates โข Provide coverage explanations to clients โข Support renewals and policy adjustments
โข Quote new personal lines policies โข Re-quote existing accounts โข Work with multiple carriers โข Ensure competitive placement
โข Accept and process client payments โข Maintain accurate documentation
โข Answer inbound client calls โข Support general front-office coverage โข Assist with walk-in inquiries
โข Daily operation of Applied Epic โข Maintain accurate account documentation โข Navigate rating and carrier interfaces
Skills, Knowledge and Expertise
โข Active Michigan Property and Casualty License โข Applied Epic experience โข Personal lines servicing experience โข Comfortable working onsite five days per week in Mason, Michigan
โข Two or more years of personal lines servicing experience โข Commercial lines exposure โข Cross-selling experience โข Multi-carrier quoting familiarity
Benefits
Eligibility begins after 90 days: โข Health insurance, 100 percent employer-paid for employee โข Dental insurance โข Life insurance โข Short-term disability โข SIMPLE IRA with 3 percent match
Background Requirements
โข Must hold active Michigan licensure โข Must be eligible for employment in the United States
Ideal Candidate Profile
โข Stable work history โข Service-oriented, not purely sales-driven โข Comfortable in small team environments โข Self-directed and accountable โข Comfortable with direct access to ownership โข Values long-term employment Candidates seeking hybrid or remote-only work will not be considered.