This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role is a remote-based position responsible for managing and servicing personal lines insurance clients, ensuring high-quality customer experiences and retention. You will serve as the primary point of contact for clients, coordinating day-to-day account activities, renewals, endorsements, and policy updates. The position requires strong knowledge of personal lines coverages, regulatory compliance, and agency management systems. You will leverage analytical skills and problem-solving abilities to provide recommendations, resolve client inquiries, and support business growth through account rounding. The role is ideal for someone highly organized, detail-oriented, and proactive, with excellent communication skills and a commitment to delivering results in a remote work environment. You will collaborate with internal teams to ensure smooth workflow and maintain a professional, client-focused approach in all interactions.

• Serve as the primary contact for personal lines clients, managing day-to-day account servicing and retention.
• Coordinate and process renewals, endorsements, audits, cancellations, auto ID cards, binders, and summaries of insurance.
• Maintain client policies and records accurately within agency management and electronic document systems.
• Provide recommendations to clients regarding coverage, policy changes, exclusions, and overall insurance needs.
• Promote growth of existing accounts through account rounding and supporting new business opportunities.
• Ensure timely delivery of services while maintaining a paperless workflow and protecting client confidentiality.
• Perform additional duties as assigned to support operational and client service goals.

Qualifications

• 3–5+ years of personal lines retail insurance experience.
• Active Property & Casualty (P&C) insurance license.
• Strong knowledge of personal lines coverages, policy management, and customer service best practices.
• Experience using agency management systems and electronic document management tools.
• Self-starter with strong organizational skills, attention to detail, and problem-solving abilities.
• Proficiency in Microsoft Office (Outlook, Excel, Word), Adobe, and carrier websites.
• Excellent written and verbal communication skills, including professional telephone etiquette.
• Ability to coordinate and manage efforts of others to deliver results and resolve client issues independently.

Benefits

• Competitive salary based on experience.
• Remote work opportunity across the United States.
• Paid time off (PTO) and standard benefits package.
• Professional development and ongoing training opportunities.
• Supportive work environment focused on respect, safety, and collaboration.