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Personal lines account manager skills for your resume and career

Updated January 8, 2025
3 min read
Quoted experts
Dr. Uric Dufrene,
Todd Lee Goen
Below we've compiled a list of the most critical personal lines account manager skills. We ranked the top skills for personal lines account managers based on the percentage of resumes they appeared on. For example, 31.8% of personal lines account manager resumes contained customer service as a skill. Continue reading to find out what skills a personal lines account manager needs to be successful in the workplace.

15 personal lines account manager skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how personal lines account managers use customer service:
  • Customized insurance programs to suit individual customers, offering the highest level of customer service and individual attention.
  • Self-directed professional with extensive experience in management, sales, customer service, underwriting, processing and automation.

2. Management System

A management system is a set of policies, processes, and procedures taken by an organization or a business to ensure it can fulfill its tasks and achieve its objectives. A management system makes sure that the company excels financially and improves the user experience. The management system also takes care of the worker's and employees' needs and manages their workload and oversees their performance. Apart from interior matters of the company, a management system also deals with exterior matters like legislations, tax matters, and law issues.

Here's how personal lines account managers use management system:
  • Checked downloaded information from online paperless companies and updating agency management system (Applied Systems)
  • Process daily downloads into management system and identify suspense items.

3. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how personal lines account managers use account management:
  • Handled all phases of account management including marketing, sales, account rounding, claims, policy changes and client counseling.
  • Provided account management services to more than 1700 personal lines insurance clients, including V.I.P.

4. Policy Changes

Here's how personal lines account managers use policy changes:
  • Update personal lines policies in client database & make sure all policy changes and endorsements that were processed downloaded correctly.
  • Service clients needs on issues including billing, policy changes, coverage questions, and claims filing.

5. Insurance Carriers

Here's how personal lines account managers use insurance carriers:
  • Quote and sell customized insurance through multiple top-rated insurance carriers in an independent insurance agency setting.
  • Created and maintained exceptional rapport with underwriting personnel for multiple insurance carriers.

6. Cross-Selling

Here's how personal lines account managers use cross-selling:
  • Received Personal Lines Cross-selling award two years in a row, for having the most rounded accounts.
  • Work with management to identify cross-selling opportunities for current clients.

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7. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how personal lines account managers use phone calls:
  • Receive high volume of phone calls from clients and companies regarding Insurance, claims or administrative problems.
  • Maintained files and suspense systems along with processed incoming mail, emails and phone calls.

8. Insurance Coverage

Here's how personal lines account managers use insurance coverage:
  • Update Contractors Insurance Coverage with the State of Washington along with faxing out their renewal certificates and endorsements.
  • Processed calls from Clients and companies regarding insurance coverage and claims.

9. Client Accounts

Here's how personal lines account managers use client accounts:
  • Managed an assigned book of business while servicing and retaining client accounts along with documenting specific daily activities.
  • Handle escalated customer concerns to achieve a timely resolution for Client accounts.

10. Billing Issues

Billing issues are the mistakes made by the company resulting in a wrong bill for the customer. An example of a billing issue might be adding what is owed incorrectly or accidentally omitting a service the customer bought. The billing issues are the company's responsibility and are caused by the one who calculates the bill. The customer does not need to pay it, however, the dispute may take some time to resolve.

Here's how personal lines account managers use billing issues:
  • Handled client policy inquiries, changes, and billing issues over the telephone.
  • Service existing accounts with billing issues and changes to their policies

11. Insurance Products

Here's how personal lines account managers use insurance products:
  • Sell & Promote insurance products along with other add on products, Auto and Life.
  • Educated current and new customers on insurance products that best fit their needs.

12. Claims Handling

Here's how personal lines account managers use claims handling:
  • Completed a centralization of our commercial lines service and claims handling from three branch location to our main office.
  • Managed all facets of existing accounts: renewal marketing, endorsements, billing, audits, claims handling.

13. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how personal lines account managers use data entry:
  • Assisted Agency in developing procedures for reviewing policies and data entry into the agency management database for accuracy and correct information.
  • Maintain activity and renewal logs and data entry of all policy information

14. CSR

Here's how personal lines account managers use csr:
  • Created the company manual used to educate staff regarding the Personal Lines CSR position.
  • Train new personnel and assist current CSR's and producers Assist personal lines manager with VIP clients.

15. Endorsement Processing

Here's how personal lines account managers use endorsement processing:
  • Performed daily duties that involved policy review, renewal and endorsement processing.
  • Provided coverage counseling, proficiency in policy endorsement processing and expediting claims.
top-skills

What skills help Personal Lines Account Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What personal lines account manager skills would you recommend for someone trying to advance their career?

Dr. Uric DufreneDr. Uric Dufrene LinkedIn profile

Professor of Finance, Sanders Chair in Business, Indiana University Southeast

First, I would not recommend a gap year. One of the skills that is critically important, regardless of the time period, is adaptability. Learning how to adapt to the circumstances around you is a skill that is valued in the workplace, regardless of the year. This is a key part of problem solving. Solving problems with the conditions and resources on hand will prepare you for a lifelong success in any field. As a graduate develops a reputation for problem solving, they emerge as a "go to" employee and will be seen by others as a leader, in their department or company.

What technical skills for a personal lines account manager stand out to employers?

Todd Lee GoenTodd Lee Goen LinkedIn profile

Instructor & Internship Director, Christopher Newport University

Technical skills are often industry and/or position specific. Applicants should highlight any technical skills related to the position advertisement and those that add value to the position/organization. Most importantly, requirements for technical skills change with time and technological advances. This means employers value workers capable of adapting to change and continually improving and acquiring new technical skills. Thus, it's usually more important to demonstrate you are capable of learning and developing technical skills than it is to have a specific skill set upon hire (although this is not true for some positions/industries).
That said, technical skills related to online presentations, virtual meetings, virtual networking, remote working and the like are hot commodities right now. While most organizations were in the process of adopting many of these technologies and ways of doing business pre-pandemic, the pandemic accelerated the process. Organizations are making it work, but they often don't know best practices or the most efficient means of working in the largely virtual, pandemic environment. Post-pandemic, many of the remote/virtual changes the pandemic brought will stay in some form. Technical skills that support this type of workplace will make applicants stand out to many employers because they need/want to do virtual/remote business better.
Do you want to know more?
Read more about what experts have to say about personal lines account manager

List of personal lines account manager skills to add to your resume

Personal lines account manager skills

The most important skills for a personal lines account manager resume and required skills for a personal lines account manager to have include:

  • 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
  • Endorsement Processing
  • Cisr
  • Client Relationships
  • Client Retention
  • TAM
  • Ams360
  • Remarket
  • Billing Inquiries
  • Underwriting Guidelines
  • Process Applications
  • Upselling
  • Insurance Programs
  • Customer Accounts
  • Insurance Quotes
  • Safeco
  • Customer Inquiries
  • VIP
  • Insurance Policy Options
  • Commercial Property
  • Homeowner
  • Business Applications
  • Business Policies
  • Business Accounts
  • MVR
  • Claims Processing
  • Chubb
  • Metlife

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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