We are seeking an experienced driven and client-focused Personal Lines Account Manager/Executive to join our Personal Lines team. In this key role, you will manage a dedicated book of personal insurance accounts (auto, homeowners, renters, umbrella, and high-value homes), deliver exceptional service, identify coverage needs, and proactively grow revenue through retention, account rounding and identifying cross-sell opportunities through the existing clients.

The ideal candidate is an experienced insurance professional with strong customer service skills with a heart for people that understands how to make good business decisions to manage time and opportunity efficiently, able to solve complex coverage issues, and driving account growth in a consultative sales/service environment.

Salary Range: $36,000.00 - $66,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Qualifications & Requirements -

Required Experience:

• 3–5+ years of experience in personal lines insurance account management, client service, or account executive roles within an independent agency, brokerage, or carrier environment.
• Proven experience managing a book of personal insurance business including homeowners, auto, umbrella, flood, valuable articles, and recreational policies.
• Strong understanding of underwriting guidelines, policy coverage analysis, renewals, endorsements, and remarketing procedures.
• Experience working with multiple insurance carriers and comparative rating platforms.
• Demonstrated success in delivering high-quality client service and maintaining long-term client relationships.
• Prior experience handling renewals, cross-selling opportunities, and retention strategies preferred.

Licensing & Certifications

• Active Property & Casualty (P&C) insurance license required.
• Additional designations such as CISR, CIC, CPRIA, or CRM preferred but not required.
• Ability to maintain licensing and complete continuing education requirements.

Technical Knowledge

• Strong knowledge of personal insurance products, policy structures, and coverage recommendations.
• Familiarity with agency management systems such as Applied Epic, AMS360, HawkSoft, EZLynx, or similar platforms.
• Proficiency with Microsoft Office Suite, email communication, and carrier web portals.
• Ability to accurately process endorsements, certificates, claims assistance, renewals, and policy changes.

Core Competencies

• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional and consultative customer service approach.
• Strong problem-solving and conflict-resolution skills.
• Ability to work independently while collaborating effectively with producers, carriers, and agency staff.
• High level of professionalism, confidentiality, and integrity.

Client Service Responsibilities

• Serve as primary point of contact for assigned personal lines clients.
• Review client coverage needs and recommend appropriate insurance solutions.
• Prepare renewal proposals and conduct policy reviews with clients.
• Process policy changes, renewals, cancellations, and endorsements accurately and timely.
• Assist clients with billing inquiries and claims support.
• Identify opportunities to round accounts and increase account retention.
• Maintain accurate and complete client documentation within agency management systems.

Preferred Qualifications

• Experience with high-net-worth or VIP personal lines accounts.
• Bilingual communication skills are a plus.
• Experience in a growth-oriented independent insurance agency environment.
• Prior supervisory or mentoring experience preferred for executive-level roles.

Education

• High school diploma or GED required.
• Associate’s or Bachelor’s degree in business, finance, insurance, or related field preferred.
• Work Environment & Expectations
• Ability to work in-office, hybrid, or remote environment as required by the agency.
• Consistent professionalism in communication with clients, carriers, and internal teams.
• Commitment to providing exceptional client experience and supporting agency growth goals.

• Manage and grow an assigned portfolio of personal lines accounts with a focus on high retention and increased revenue.
• Act as the primary point of contact for clients, providing expert advice on coverage options, risk management, and policy recommendations.
• Conduct thorough coverage reviews and exposure analyses during renewals and at key touchpoints to identify gaps and upsell opportunities.
• Prepare renewal proposals, remarket accounts when necessary, and negotiate with carriers to secure optimal coverage and pricing.
• Handle policy servicing requests, endorsements, claims advocacy, and billing resolutions.
• Prospect for new personal lines business through referrals, existing client networks, and targeted outreach.
• Develop and maintain strong relationships with clients, carriers, and internal team members.
• Ensure all activities comply with agency procedures and Errors & Omissions (E&O) standards.
• Track client satisfaction and retention metrics,
• Stay current with industry trends, carrier appetites, and continuing education requirements.

Kingdom Insurance Partners is a revolutionary force in the insurance industry, our mission is to empower individuals and businesses with peace of mind, ensuring they are protected by comprehensive, forward-thinking insurance strategies.

Step into our vibrant and dynamic world, where energy fuels our every endeavor! At Kingdom Insurance Partners, we foster a culture of ambition, collaboration, and unwavering dedication. You’ll find a team that’s not afraid to challenge the status quo, embracing creativity and seizing opportunities to deliver exceptional value. We believe in celebrating wins, supporting growth, and building lasting relationships, all while making a real impact. If you thrive in an environment that encourages bold ideas, embraces rapid growth, and offers a thrilling career path, join the Kingdom Insurance Partners family and help us redefine insurance as we know it!

Kingdom Insurance Partners is at the forefront of the insurance industry, empowering businesses and individuals with innovative and reliable solutions. We are a dynamic and growing force, driven by a commitment to excellence, creativity and integrity

Our mission is to be the most trusted and respected insurance partner, delivering peace of mind through expert guidance. We foster a culture of collaboration, professional development, and proactive problem-solving, ensuring our team thrives and our clients receive the best.