How to hire a personal lines account manager

How to hire a personal lines account manager, step by step

Here's a step-by-step personal lines account manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a personal lines account manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new personal lines account manager
• Step 8: Go through the hiring process checklist

What does a personal lines account manager do?

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1. Identify your hiring needs

   First, determine the employments status of the personal lines account manager you need to hire. Certain personal lines account manager roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect personal lines account manager also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of personal lines account managers.

   Type of Personal Lines Account Manager	Description	Hourly rate
   Personal Lines Account Manager	Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. Insurance sales agents explain various insurance policies and help clients choose plans that suit them.	$18-32
   Insurance Broker	Insurance brokers are responsible for assisting clients to determine their liability risks and in selecting the appropriate policies for their family, home, business, or automobile to ensure their protection. They direct clients in creating a sound decision and supply them with a variety of quotes that best suit their needs... Show more	$29-67
   Agent	Agents are individuals who are employed by their clients to represent them in various dealings. Agents are usually employed by people in the show business industry, such as actors, writers, or directors... Show more	$9-34

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Management System
   • Account Management
   • Policy Changes
   • Insurance Carriers
   • Cross-Selling
   • Phone Calls
   • Insurance Coverage
   • Client Accounts
   • Billing Issues
   • Insurance Products
   • Claims Handling
   • Data Entry
   • CSR

   Check all skills

   Responsibilities:

   • Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
   • Maintain inventory, logistics, purchasing and supplies.
   • Organize seminars, run comparison quotes and mail out marketing kits.
   • Quoted and write new business, and service existing accounts including re-marketing, renewals, and cross-selling.
   • Facilitate seamless on site services and last-minute logistics requests (grind transport, catering, etc . )
   • Prepare client presentations on PowerPoint.

   More personal lines account manager duties

3. Make a budget

   Including a salary range in your personal lines account manager job description helps attract top candidates to the position. A personal lines account manager salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for a personal lines account manager in Oklahoma may be lower than in Alaska, and an entry-level personal lines account manager usually earns less than a senior-level personal lines account manager. Additionally, a personal lines account manager with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average personal lines account manager salary

   $51,472yearly

   $24.75 hourly rate

   ---

   Entry-level personal lines account manager salary

   $39,000 yearly salary

   Updated January 23, 2026

   Average personal lines account manager salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Wisconsin	$74,396	$36
   2	New York	$67,885	$33
   3	Washington	$65,297	$31
   4	District of Columbia	$61,238	$29
   5	Oregon	$58,500	$28
   6	Massachusetts	$58,373	$28
   7	North Dakota	$57,715	$28
   8	California	$55,167	$27
   9	Ohio	$52,557	$25
   10	Maine	$51,536	$25
   11	Arizona	$49,926	$24
   12	Illinois	$49,673	$24
   13	Maryland	$48,598	$23
   14	Kansas	$47,200	$23
   15	South Carolina	$46,448	$22
   16	Texas	$46,103	$22
   17	North Carolina	$45,814	$22
   18	Arkansas	$45,115	$22
   19	Missouri	$44,236	$21
   20	Florida	$44,057	$21

   Average personal lines account manager salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Browning Day	$60,506	$29.09
   2	GPAC	$58,588	$28.17
   3	Valley National Bank	$57,863	$27.82	64
   4	SECURA Insurance	$56,211	$27.02
   5	First State Community Bank	$55,669	$26.76	8
   6	BancorpSouth	$55,457	$26.66
   7	Peel & Holland	$55,020	$26.45
   8	CyberCoders	$54,855	$26.37
   9	First State Insurance, LLC	$54,642	$26.27	1
   10	Higginbotham	$54,595	$26.25	29
   11	AssuredPartners	$54,010	$25.97
   12	The Cincinnati Insurance Companies	$53,980	$25.95	3
   13	Patriot	$53,707	$25.82	20
   14	Insurance Incorporated	$53,392	$25.67	2
   15	HUB International	$53,193	$25.57	288
   16	Trustmark	$53,099	$25.53	1
   17	Mcgriff, Seibels & Williams	$53,016	$25.49
   18	Towne Bank	$52,962	$25.46	8
   19	Kimball	$52,947	$25.46	1
   20	Union Home Mortgage	$52,930	$25.45

4. Writing a personal lines account manager job description

   A personal lines account manager job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a personal lines account manager job description:

   Personal lines account manager job description example

   : Were seeking a brilliant Customer Service Sales Representative; come be a part of our agency and work with clients that appreciate the value that our Insurance agency brings as an established, reputable company. This Insurance Agency of 29 years is a proud Presidents Council Agency! We are located in the Denver Tech Center (DTC) area of Denver!
   
   Customer Service & Sales Representative Duties: Attracts potential customers by answering product and service questions; suggesting information about other products and services Provide general clerical support including correspondence, photocopying, preparing mailings, faxing, and filing, collating using software and Agency Management System Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution Cross sell insurance products, identify sales leads, and follow-up with outbound calls Understand and analyze clients life events that may offer sales cues for additional opportunities to meet the client needs Identifies prospects and sets appointments and overcome rejections Obtain prospect information such as name, time available, and current insurance information Maintain a safe and clean working environment by complying with procedures, rules and regulations Perform other duties as assigned
   Attributes needed to be successful: Exhibits excellent interpersonal skills to handle client needs in person and over the phone Attention to detail, follow-through and eagerness to market our products are very important in handling daily activities of the office Ability to be empathetic, positive and upbeat in written and verbal communications - excellent grammar and proofreading Good organizational skills and an ability to prioritize Computer proficiency with MS Outlook and MS Word
   
   Candidate Preference: Must have an Active CO P&C license Must have High School Diploma or equivalent 2 years of Customer Service or Office experience
   
   Our customer experience champions like you receive: Competitive guaranteed hourly wage Bonuses and Commissions (Monthly) $1000 sign on bonus after 90-days $500 bilingual sign on bonus after 90-days Health Insurance stipend 26 Paid Days Off to start Holiday Pay 401k with a match (4%) and Profit Sharing Plans available Paid Product Training Continuing education Career advancement opportunities Employee Rewards and Discounts Fun team building activities!! Get paid to go to the gym! (Monday gym day!) And much, much more!
   
   
   Potential for Growth!!!
   
   
   This is a Full-Time, permanent position!

   Copy this example

   

5. Post your job

   To find personal lines account managers for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any personal lines account managers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level personal lines account managers with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your personal lines account manager job on Zippia to find and recruit personal lines account manager candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   Recruiting personal lines account managers requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new personal lines account manager

   Once you have selected a candidate for the personal lines account manager position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new personal lines account manager. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire a personal lines account manager?