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Personal Lines Account Manager

Job

Creative Planning, LLC

Overland Park, KS (In Person)

Full-Time

Posted 6 days ago (Updated 5 days ago) • Actively hiring

Expires 6/18/2026

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Job Description

Title:
Personal Lines Account Manager (P&C Insurance)
Location:
Overland Park, KS Job Description:
JOB SUMMARY
The Account Manager is responsible for managing the day-to-day processes of customer accounts. They will review renewals in advance and re-market existing accounts. The Account Manager works with company representatives to obtain information and quotes from the carrier to present to customers. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
Serves as the primary point of contact for clients and carriers regarding insurance coverage, billing, claims or administrative problems. Updates applications and renewal information as needed to reflect changes during the policy year. Submit applications to carrier and complete remarketing quotes in PL Rater or carrier quoting systems. Reviews quotes to verify coverages are as requested and match applications submitted. Resolves any discrepancies directly with the underwriter and communicates final quote results to clients. Create Evidence of Insurance reflecting current coverage for new business policies, renewals and as needed throughout the policy year based on changes to coverage. Assist clients with claim reporting and facilitate prompt response from carriers. Complete other tasks as requested by clients—such as premium breakdowns and summaries as needed.
REQUIRED EXPERIENCE/QUALIFICATIONS
Minimum of 3 years insurance experience Property & Casualty Insurance Agents License in Kansas & Missouri Ability to manage multiple tasks concurrently and handle highly detailed work with a great degree of accuracy An ongoing effort to obtain professional designations such as
CISR, CIC. PREFERRED EXPERIENCE/QUALIFICATIONS
Flood Certification Understanding of Personal Insurance Products and usages Solid knowledge of Insurance rating and underwriting procedures Proficiency in AMS360 and/or MS Word, Excel and PowerPoint

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