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Personal Account Manager Jobs (NOW HIRING)

HUB

Account Manager I - Personal Lines

Winchester, TN

$38K - $52K/yr

Contacts assigned Account Management clients regarding outstanding receivables REQUIREMENTS * High School Diploma required, college degree preferred * 3+ years of experience personal property and ...

Crossagency

Personal Lines Account Manager

Portland, ME

$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

Beverly, MA

$49K - $67K/yr

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a ...

Cross Insurance

Personal Lines Account Manager

Beverly, MA · On-site

$49K - $67K/yr

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a ...

HUB

Account Manager - Personal Lines

West Hartford, CT · Hybrid

$55K - $106K/yr

We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule. Overview : Responsible for servicing assigned personal insurance accounts in accordance with the ...

HUB

Account Manager - Personal Lines

Waterford, CT · Hybrid

$55K - $106K/yr

We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule. Overview: Responsible for servicing assigned personal insurance accounts in accordance with the ...

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How much do personal account manager jobs pay per year?

As of Jun 25, 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.

Is being a personal account manager a good career?

A personal account manager is a client-facing role that involves managing relationships, understanding client needs, and providing tailored solutions. It can be a rewarding career with opportunities for advancement, especially for those with strong communication, organizational, and problem-solving skills, often requiring relevant certifications or experience in customer service or sales.

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 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.

What are the key skills and qualifications needed to thrive as a Personal Account Manager, and why are they important?

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.

What does a personal account manager do?

A personal account manager is responsible for maintaining and growing relationships with individual clients by understanding their needs, providing personalized service, and managing account activities. They often coordinate with other departments, use customer relationship management (CRM) tools, and may require strong communication and organizational skills to ensure client satisfaction and retention.

What job makes $10,000 a month without a degree?

A Personal Account Manager can earn $10,000 or more per month through client management, sales commissions, and performance bonuses, often in industries like finance, real estate, or luxury services. Success in this role depends on strong communication skills, industry knowledge, and building a high-net-worth client base, with some positions requiring relevant certifications or experience but not necessarily a degree.

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 jobs in the US pay 300,000 a year?

For a Personal Account Manager, earning $300,000 annually typically requires senior-level experience, a strong client portfolio, and often working in high-net-worth or corporate environments. Such compensation may include base salary, bonuses, and commissions, especially in finance, real estate, or luxury services sectors. High earnings are usually associated with roles that demand advanced skills, certifications, and significant responsibility.
What cities are hiring for Personal Account Manager jobs? Cities with the most Personal Account Manager job openings:
What are the most commonly searched types of Personal Account jobs? The most popular types of Personal Account jobs are:
What states have the most Personal Account Manager jobs? States with the most job openings for Personal Account Manager jobs include:
Personal Account Manager jobs near you
Infographic showing various Personal Account Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $55,252 per year, or $26.6 per hour.
Personal Account Manager

Personal Account Manager

INSocial Risk Advisors

Westerville, OH

$45K - $65K/yr

Full-time

Medical, Vision, Life, Retirement, PTO

Posted 20 days ago

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!