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Personal Account Manager Jobs in Indiana (NOW HIRING)

Shepherd Insurance

Personal Lines Account Manager

Carmel, IN · On-site

$42K - $57K/yr

This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in ...

Shepherd Insurance

Personal Lines Account Manager

Carmel, IN · On-site

$44K - $60K/yr

This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in ...

WalkerHughes

Personal Lines Account Manager

Tipton, IN · On-site

$42K - $58K/yr

About the Role WalkerHughes Insurance is seeking an experienced Personal Lines Account Manager to independently manage an established book of business while delivering exceptional client service and ...

WalkerHughes

Personal Lines Account Manager

Tipton, IN · On-site

$42K - $58K/yr

About the Role WalkerHughes Insurance is seeking an experienced Personal Lines Account Manager to independently manage an established book of business while delivering exceptional client service and ...

WalkerHughes

Personal Lines Account Manager

Tipton, IN · On-site

$42K - $58K/yr

About the Role WalkerHughes Insurance is seeking an experienced Personal Lines Account Manager to independently manage an established book of business while delivering exceptional client service and ...

HUB International

Personal Lines Account Manager

Troy, IN · On-site

$38K - $52K/yr

Personal Lines Account Manager Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our ...

HUB

Personal Lines Account Manager

Merrillville, IN · On-site

$44K - $59K/yr

Personal Lines Account Manager Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our ...

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Personal Account Manager information

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 in Indiana are hiring for Personal Account Manager jobs?

Cities in Indiana with the most Personal Account Manager job openings:

Personal Account Manager jobs near you
Infographic showing various Personal Account Manager job openings in Indiana as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 79% Physical, 4% Hybrid, and 17% Remote job distribution.

Personal Lines Account Manager

Carmel, IN • On-site

Shepherd Financial LLC
Finance and Insurance • 11 - 50 employees
Learn more about Shepherd Financial LLCexternal

$44K - $60K/yr

Other

Re-posted 26 days ago

Job description

Personal Lines Account Manager

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

Responsibilities:

  • Provide positive, prompt, and accurate service to clients.
  • Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
  • Assist advisors with cross-selling and account rounding.
  • Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Perform other related duties as assigned.

Requirements:

  • At least two (2) years' experience in similar position is desirable.
  • Required state licensing certification.
  • High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
  • Strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.
  • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

Working Conditions/Physical Demands:

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

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