An Underwriting Assistant assists insurance underwriters with administrative tasks and managing documents for insurance files, applications and claims. Assists with research, customer service, or compiling information for business or regulatory reports.
We are a full-service independent insurance agency seeking a customer-focused and detail-oriented Personal Lines Account Manager to support our Insurance Producers in the sales, placement, and servicing of Personal Lines accounts. In this role, you will develop a strong understanding of each client's insurance needs while maintaining expertise in carrier rating programs, underwriting guidelines, and coverage options. You will play a key role in marketing and placing new and renewal business, managing client accounts throughout the policy lifecycle, and delivering exceptional service to clients, carriers, and agency partners. This is a hybrid position offering both in-office and remote flexibility.
Essential Duties:
Market and place both new and renewal business with insurance carriers. Partner with Producers to retain and grow the book of business, identify coverage gaps, and uncover cross-selling opportunities. Manage the renewal process, including preparing submissions, obtaining carrier quotes, reviewing coverage options, and binding coverage. Serve as a primary point of contact for clients, responding to service requests and providing timely, professional communication. Process endorsements, policy changes, premium-bearing transactions, audits, cancellations, reinstatements, and non-renewals. Coordinate with carriers and clients to resolve underwriting, billing, and coverage-related matters. Issue certificates, obtain loss runs, order MVRs, and collect required documentation to support underwriting and policy servicing. Review policies, endorsements, and carrier documents for accuracy and ensure all requested changes are properly completed. Maintain accurate and up-to-date client records, documentation, and file management within the agency management system. Support invoicing, billing, collections, and account maintenance activities as needed. Collaborate with underwriters, carriers, Producers, and internal team members to provide exceptional client service.
Requirements:
2+ years of Personal Lines Account Manager experience in an independent insurance agency (required). Active Property & Casualty License. Experience with insurance agency management systems; Applied Epic experience preferred. Strong understanding of Personal Lines insurance products, underwriting guidelines, and carrier relationships. Excellent customer service skills with a commitment to building strong client and carrier relationships. Strong organizational and time-management skills with the ability to prioritize multiple responsibilities. Detail-oriented with the ability to meet deadlines in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in Microsoft Office products. Ability to multitask, adapt to changing priorities, and work both independently and collaboratively.
