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Personal Account Manager Jobs (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

Naples, FL · On-site

$42K - $58K/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 ...

Bravera

Farm/Personal Account Executive

Carrington, ND · On-site

Bravera is hiring for a Farm/Personal Account Executive in Carrington, ND. Bravera is an employee ... Strong time-management and organizational skills * Basic computer skills * Demonstrate reliability ...

Zynga

VIP Account Manager

Chicago, IL

$30/hr

Ability to generate revenue on own initiative based on personal account relationships * Accuracy and Attention to detail * Rapport building skills * Team player * Knowledge of Microsoft Office * 3 or ...

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Personal Account Manager information

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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 Lines Account Manager

Personal Lines Account Manager

Shepherd Insurance LLC

Indianapolis, IN • On-site

$43K - $58K/yr

Other

Posted 27 days ago

Job description

Description

PURPOSE:

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

  • Experience: At least two (2) years' experience in similar position is desirable.
  • Required state licensing certification.
  • Education requirement: 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.


The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.


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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