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Personal Account Manager Jobs (NOW HIRING)

INSocial Risk Advisors

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Personal Account Manager

Westerville, OH

$45K - $65K/yr

To serve and grow the book of personal clients assigned to you by providing extraordinary service ... Must be P&C Licensed with relevant account management experience in insurance or related field and ...

INSocial Risk Advisors

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Personal Account Manager

Westerville, OH

$45K - $65K/yr

To serve and grow the book of personal clients assigned to you by providing extraordinary service ... Must be P&C Licensed with relevant account management experience in insurance or related field and ...

Crossagency

Personal Lines Account Manager

Portland, ME · On-site

$55K - $65K/yr

We currently have an opportunity for an Account Manager to join our Personal Lines team in our Portland, ME Office The selected employee will provide quality service to assigned personal insurance ...

Crossagency

Personal Lines Account Manager

Portland, ME · On-site

$55K - $65K/yr

We currently have an opportunity for an Account Manager to join our Personal Lines team in our Portland, ME Office The selected employee will provide quality service to assigned personal insurance ...

Crossagency

Personal Lines Account Manager

Wellesley, MA · On-site

$70K - $85K/yr

Personal Lines Account Manager The selected employee will provide quality service to assigned personal insurance accounts. Specific Responsibilities * Review and analyze personal accounts for ...

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Personal Account Manager information

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$32.5K

$55.3K

$87K

How much do personal account manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for personal account manager in the United States is $55,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $61,000.00 per year, depending on experience, location, and employer.

What is a personal account manager?

A Personal Account Manager is a professional responsible for managing and nurturing relationships with individual clients, often in banking, finance, or insurance sectors. They help clients with their accounts, provide tailored financial advice, and assist with services such as loans, investments, or insurance policies. Their goal is to ensure customer satisfaction, address client inquiries, and help clients achieve their financial objectives. Personal Account Managers often serve as the primary point of contact for clients and may also identify opportunities to offer additional products or services.

What skills and qualifications are needed to thrive as a personal account manager?

To thrive as a Personal Account Manager, you need a strong background in financial services, client relationship management, and a relevant degree or professional certification such as CFP or CIMA. Familiarity with CRM software, financial analysis tools, and portfolio management systems is typically required. Excellent communication, problem-solving, and interpersonal skills help build trust and deliver personalized solutions to clients. These competencies are crucial for retaining clients, meeting their financial goals, and ensuring long-term business growth.

How does a personal account manager typically collaborate with other departments to ensure client satisfaction?

Personal Account Managers often work closely with teams such as sales, customer service, and product specialists to address client needs comprehensively. They act as the main point of contact for clients, but frequently coordinate with internal departments to resolve issues, tailor services, and communicate updates. This collaboration ensures that clients receive timely solutions and that their feedback is integrated into service improvements. Strong interpersonal and organizational skills help Personal Account Managers balance these interactions and deliver a seamless client experience.

What is the difference between Personal Account Manager vs Customer Service Representative?

AspectPersonal Account ManagerCustomer Service Representative
CredentialsRelevant certifications, experience in account managementBasic customer service training, high school diploma
Work EnvironmentClient-facing, personalized service, often in finance or luxury sectorsCall centers, retail, or online support
Employer & IndustryFinancial institutions, luxury brands, B2B servicesRetail, telecom, hospitality
Search & Comparison IntentUnderstanding account management roles, career pathsCustomer support, troubleshooting roles

Personal Account Managers focus on building long-term relationships with clients, managing their accounts, and providing tailored solutions. Customer Service Representatives handle general inquiries, resolve issues, and support customers' needs. While both roles involve client interaction, Personal Account Managers typically require more specialized credentials and work in more personalized, high-value environments.

How much does a personal account manager get paid?

The average salary for a personal account manager varies by experience and location but typically ranges from $50,000 to $80,000 annually. Entry-level roles may start lower, while experienced managers with specialized skills can earn over $100,000 per year, often with bonuses or commissions included.

What cities are hiring for Personal Account Manager jobs?

Cities with the most Personal Account Manager job openings:

Who are the top companies hiring for Personal Account Manager jobs?

The top employers for Personal Account Manager jobs are:

What states have the most Personal Account Manager jobs?

States with the most job openings for Personal Account Manager jobs include:

What are popular job titles related to Personal Account Manager jobs?

For Personal Account Manager jobs, the most frequently searched job titles are:

Personal Account Manager jobs near you
Infographic showing various Personal Account Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $55,252 per year, or $26.6 per hour.

Personal Account Manager

Westerville, OH

INSocial Risk Advisors
Insurance Services • 1 - 10 employees
Learn more about INSocial Risk Advisorsexternal

$45K - $65K/yr

Full-time

Medical, Vision, Life, Retirement, PTO

Re-posted 10 days ago

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Job description

Description & Requirements:

To serve and grow the book of personal clients assigned to you by providing extraordinary service, educating the customer, identifying growth opportunities on accounts, getting google reviews and asking for referrals. Following agency policies and procedures, reactively respond to service needs and proactively advise the insureds. Must be P&C Licensed with relevant account management experience in insurance or related field and a bachelor’s degree preferred. This position must be able to work independently and technologically proficient. May include occasional travel.

Compensation:

  • Salary: $45,000 – $65,000 annually
  • Individual Bonus Based on Book Growth
  • PTO, Medical Insurance, 401(k)

Key Result Areas:

  • 0 – E&O Claims
  • 5%+ Book Growth Based
  • 92% Policy Retention and 94% Premium Retention
  • 2.5+ Lines Per Customer and ______ Premium Per Customer
  • Proper & Consistent Activity Tags
  • Promote the agency’s T.E.A.M. values, vision, 3E Value Prop, culture, and goals

Duties:

  • Generate additional revenue from the book of business
    • When reactive service requests come in, review account to improve current coverage
    • Identify account rounding opportunities and proactively pursue them: identifying coverage that clients have with other agents and generate demand for coverage the client didn’t know they needed (i.e. boat, umbrella, motorcycle, life insurance, etc.)
    • Share referral successes and ask for referrals
    • Generate referrals for other teams/departments: CL, Life, Health, Etc.
    • Proactively call cancelled clients to try to win them back
  • Onboard new business using our 3Es of educational, engaging and efficiency
    • Take new business opportunities, pre-qualify them and quote them quickly and efficiently within 24 hours
    • Follow agency sales process and follow up accordingly to close the deal, hitting target close ratios, proposing using agency branded summary/presentation
    • Issue the new business and audit new business files, send any onboarding materials to insured post sale and update any missed items, documenting system
  • Providing outstanding inbound service on claims, questions, endorsements, billing, life changes, etc. all while properly and thoroughly documenting the agency management system
    • Work to manage client expectations, follow up appropriately via phone, email, text
    • Use every opportunity to confirm and update client information in the file
    • Educate clients on the benefits of our agency and tell them the work you’ve done for them
    • Service accounts in a manner the at eliminates gaps in coverage and reduces E&O exposure
    • Must adhere to agency policies, procedures, manuals, etc.
  • Conduct account reviews:
    • Complete 100% of reviews assigned/needed, including reviewing potential discounts/gaps
    • Contact the client for a formal review that improves the relationship, generates opportunities and reduces remarketing
    • Remarket when necessary and follow guidelines
  • Be a T.E.A.M. player… we want a culture of teamwork and forward thinking that drives results.
    • Support marketing efforts by suggesting blog topics, email campaigns, sharing agency posts on social media, participate in agency branding opportunities, taking pictures when visiting clients/attending events, getting GOOGLE reviews!
    • Be efficient and willing to improve efficiency, helping to find ways to streamline processes.
    • Use technology tools provided to the fullest extant and be willing to share. feedback
    • Have a positive attitude, creating good working relationships with teammates, clients, vendors, carriers partners and be willing to step up and help out!