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Become A Personal Lines Account Manager

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Working As A Personal Lines Account Manager

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $91,404

    Average Salary

What Does A Personal Lines Account Manager Do At Bancorpsouth Insurance Services, Inc.

* BXSI is currently seeking a qualified Personal Lines Account Manager for a growing book of business in the Jonesboro, AR office.
* While we would like to find a candidate in the Jonesboro area, please do not hesitate to apply if you are located in Little Rock, AR or Memphis, TN as we have offices in those locations as well.
* This position is responsible for the delivery of exceptional service to our personal lines property and casualty clients.
* This individual assists the senior servicing staff in managing the client’s exposure to risk and coordinates services for the development, retention and rounding of accounts.
* Primary Responsibilities:
* Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
* Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
* Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.
* Markets new and renewal business to appropriate carriers as needed or requested.
* Maintains accurate and up-to-date data in agency management system according to agency workflows.
* Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
* Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
* Provides guidance and direction to account associates and less experienced account managers as needed.
* Overtime work, as needed.
* Other duties as assigned

What Does A Personal Lines Account Manager Do At M & T Bank

* Build and maintain relationships with existing Personal Lines clients.
* Process and manage accounts in accordance with agency standards and workflows.
* Prepare coverage analysis, submissions & proposals for renewal.
* Negotiate coverage and pricing with markets.
* Maintain client files on agency management system and perform or oversee all key servicing aspects of account, to include processing renewals, endorsements, certificates, cancellations and audits.
* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
* Promote an environment that supports diversity and reflects the M&T Bank brand.
* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
* Complete other related duties as assigned.
* This position is the direct link with the customer for all their Property and Casualty needs and questions.
* The employee interacts directly with the insurance companies for placement of coverage, communicates with the Bond Department in MTIA on any Surety or D&O needs in order to summarize all insurance handled by MTIA.
* This position is the most critical link between the client and MTIA.
* None

What Does A Personal Lines Account Manager Do At Hub International

* Responsible for the day-to-day account management of routine and complex personal lines accounts.
* Responsible for marketing to carriers and customers, including advising customers regarding renewals, preparing coverage/product recommendations and presenting annual reviews to clients and advisors.
* Develops and maintains working relationships with customers/prospects.
* Communicates with, services and provides comprehensive account support to assure customer needs are met

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How To Become A Personal Lines Account Manager

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.


A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.


Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

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Personal Lines Account Manager jobs

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Personal Lines Account Manager Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Carrier

  • Spanish

  • Korean

  • Portuguese

  • Japanese

  • French

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Personal Lines Account Manager

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Personal Lines Account Manager Education

Personal Lines Account Manager

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Top Skills for A Personal Lines Account Manager


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Top Personal Lines Account Manager Skills

  1. Outstanding Customer Service
  2. Personal Auto
  3. Insurance Carriers
You can check out examples of real life uses of top skills on resumes here:
  • Provide quality service to personal auto, homeowner and related insurance accounts; account rounding and develop new business.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Accumulate information and quote the prospect with multiple insurance companies.
  • Maintain the accuracy of data in the agency management system.
  • Quote and write new business, process payments and policy changes Assist with overall management of agency

Top Personal Lines Account Manager Employers

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Personal Lines Account Manager Videos

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