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Personal Account Manager Jobs (NOW HIRING)

APR

Personal Lines Account Manager

Tappan, NY · On-site

$45K - $62K/yr

Personal Lines Account Manager Location: Tappan, NY Salary: 50-70K Base Salary + commissions on new business sales (Depending on experience and qualifications) Position Summary Independent insurance ...

APR

Personal Lines Account Manager

Salt Lake City, UT · Hybrid

$55K - $65K/yr

Insurance Personal Lines Account Manager Location: Salt Lake City, UT (hybrid remote once established) Salary: $55,000 - 65,000 (Depending on experience and qualifications) Benefits: Comprehensive ...

Crossagency

Personal Lines Account Manager

Lewiston, ME · On-site +1

$19 - $21/hr

Personal Lines Account Manager - Lewiston, Maine Personal Lines Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and ...

The Misch Group

Personal Lines Account Manager

Miami, FL · On-site

$60K - $80K/yr

Personal Lines Account Manager Department: Insurance & Financial Services Employment Type: Full Time Location: Florida Compensation: $60,000 - $80,000 / year Description We are an independent ...

Worgess Insurance Agency

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Personal Lines Account Manager

Battle Creek, MI

$40K - $60K/yr

The mission of the Personal Lines Account Manager is to serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth ...

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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 Associate Account Manager

Personal Lines Associate Account Manager

North Risk Partners LLC

West Des Moines, IA • On-site

$41K - $56K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Job Type
Full-time
Description
WHY NORTH RISK PARTNERS
Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
We are looking for a customer-focused Personal Lines Associate Account Manager who is eager to learn and serve as a point of contact for our clients. This position is focused on understanding the basics of insurance coverage and assisting in data entry and rating quotes while remaining clear of errors. This individual will collaborate with team members in managing personal accounts and assist Account Managers with daily tasks. This position requires a combination of excellent communication skills and a passion for delivering exceptional service.
ESSENTIAL RESPONSIBILITES
  • Prepare for the property and casualty licensing exam, and participate in Total CSR courses
  • Work collaboratively on a team to monitor and complete tasks in different workflows including, but not limited to: shared email inboxes, phone ring groups, and the agency documentation system
  • Maintain client files in the agency management system following standard company policies and procedures, ensuring #oneTEAM's mission of service
  • Develop relationships with partner insurance carriers and underwriting teams
  • Assist in sending ID cards, handling non-complex endorsements, processing cancellations, answering billing questions, and responding to voicemails in the service inbox in a timely, accurate manner
  • Remarket renters and auto policies, and generate toy quotes for clients
  • Assist in greeting and handling customer walk-ins, along with drop-off payments
  • Follow all federal and state regulations, and best practices for avoiding errors and omissions
  • Attend and participate in personal lines meetings, training, and classes
  • Continue professional development; pursue and maintain licensing and designations as applicable
  • Assist in greeting and handling customer walk-ins, along with drop-off payments
  • Follow all federal and state regulations, and best practices for avoiding errors and omissions
  • Attend and participate in personal lines meetings, training, and classes
  • Continue professional development; pursue and maintain licensing and designations as applicable

Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
  • A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years customer service experience
  • Willingness to obtain an insurance license
  • Demonstrated success in customer service
  • Excellent oral and written communication skills
  • Strong attention to detail with organizational skills, demonstrating ability to prioritize tasks effectively
  • Self-starter who takes initiative to identify problems and lead by example
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office suite

BEHAVIOR EXPECTATIONS
  • A role model for North Risk Partners' core values, mission, and desired culture
  • Demonstrate enthusiasm and a positive attitude
  • Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
  • A team player who collaborates and works well with his/her coworkers
  • A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners

PHYSICAL REQUIREMENTS
  • Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
  • Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
  • Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
  • Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
  • Move around office/building/facilities repeatedly throughout the day
  • Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
  • Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
  • Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed

TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $23.56 - $26.44 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, and paid holidays.

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