Personal Lines Account Manager

### **Job Title** Personal Lines Account Manager ### **Location** Mason, MI Onsite, in-office five days per week No hybrid or remote option ### **Employment Type** Full-time, W2 employee ### **Compensation** Base salary dependent on qualifications and experience Expected range: 55,000 to 65,000 Compensation may exceed 65,000 for highly experienced candidates ### **Schedule** Monday through Thursday: 8:15 AM to 5:00 PM Friday: 8:15 AM to 4:00 PM ### **Travel** No travel required ## **About the Opportunity** This is an opportunity to join an established, independent insurance agency serving the Mason and broader Michigan market for nearly 80 years. The agency operates with a nine-person team and provides both personal and commercial lines coverage. This position is open due to sustained service demand and backlog. The agency is experiencing increased service volume, endorsement processing delays, quoting strain, and phone coverage challenges. A strong hire directly impacts retention, responsiveness, and operational stability. This is not a sales-only role. This is a true servicing and account management position. ## **Position Overview** The Personal Lines Account Manager is responsible for day-to-day servicing of personal lines clients. This includes quoting, re-quoting, endorsements, payment processing, inbound call handling, and general account maintenance. The role requires hands-on daily use of Applied Epic. System proficiency is not optional. This position exists to: • Reduce service backlog • Improve endorsement turnaround • Support quoting responsiveness • Strengthen client retention • Relieve operational strain on ownership ### Key Responsibilities ## **Detailed Responsibilities** ### **Client Servicing** • Process policy endorsements accurately and efficiently • Handle policy changes and updates • Provide coverage explanations to clients • Support renewals and policy adjustments ### **Quoting and Re-Quoting** • Quote new personal lines policies • Re-quote existing accounts • Work with multiple carriers • Ensure competitive placement ### **Payment Handling** • Accept and process client payments • Maintain accurate documentation ### **Phone and Office Coverage** • Answer inbound client calls • Support general front-office coverage • Assist with walk-in inquiries ### **System Use** • Daily operation of Applied Epic • Maintain accurate account documentation • Navigate rating and carrier interfaces ### Skills, Knowledge and Expertise ## **Required Qualifications** • Active Michigan Property and Casualty License • Applied Epic experience • Personal lines servicing experience • Comfortable working onsite five days per week in Mason, Michigan ## **Preferred Qualifications** • Two or more years of personal lines servicing experience • Commercial lines exposure • Cross-selling experience • Multi-carrier quoting familiarity ### Benefits ## **Benefits** Eligibility begins after 90 days: • Health insurance, 100 percent employer-paid for employee • Dental insurance • Life insurance • Short-term disability • SIMPLE IRA with 3 percent match ## **Background Requirements** • Must hold active Michigan licensure • Must be eligible for employment in the United States ## **Ideal Candidate Profile** • Stable work history • Service-oriented, not purely sales-driven • Comfortable in small team environments • Self-directed and accountable • Comfortable with direct access to ownership • Values long-term employment Candidates seeking hybrid or remote-only work will not be considered.