Insurance Placement Solutions (IPS) has an immediate opening for a Personal Lines Account Manager with our client in Southern Maryland. Candidates must have personal lines insurance servicing and account management experience, including quoting, renewals, policy changes, and working with multiple insurance carriers. This position combines customer service, account management, and insurance marketing responsibilities, with an expected workload of approximately 80% personal lines and 20% commercial lines.

In this role, you’ll manage personal insurance accounts throughout the policy lifecycle, from initial inquiries and new business quoting through renewals and ongoing client service. You’ll review coverage needs, prepare proposals, process endorsements, remarket accounts, and identify cross-selling opportunities while collaborating with producers, carrier representatives, and internal team members to maintain strong client relationships.

Personal Lines Account Manager Responsibilities

• Manage assigned personal lines insurance accounts, providing comprehensive customer service and account management
• Handle a book of business consisting of approximately 80% personal lines and 20% commercial lines accounts
• Respond to client inquiries regarding coverage, policy changes, billing, and other insurance-related matters
• Gather underwriting information and prepare new business and renewal quotes with multiple insurance carriers
• Compare coverage options, pricing, and policy terms to develop appropriate insurance proposals
• Process policy changes, endorsements, binders, renewals, and other required insurance documentation
• Review upcoming renewals, identify potential coverage gaps, and recommend appropriate policy adjustments
• Remarket accounts when appropriate to improve coverage options, pricing, and client retention
• Identify cross-selling opportunities and coordinate with producers to address additional insurance needs
• Communicate with carrier underwriters and representatives regarding quotes, coverage questions, and policy servicing
• Maintain accurate client records, policy documentation, and follow-up activities within the agency management system
• Collaborate with agency leadership, producers, and service team members to support client satisfaction and account retention
• Ensure timely completion of outstanding account items and maintain a high standard of service throughout the policy lifecycle

Qualifications

• Personal lines insurance customer service and account management experience
• Experience handling new business quoting, policy renewals, endorsements, and ongoing account servicing
• Experience working with multiple insurance carriers and comparing coverage options
• Strong understanding of personal lines insurance products, policy terms, and coverage requirements
• Ability to independently manage client accounts throughout the policy lifecycle
• Strong organizational skills, attention to detail, and ability to manage competing priorities
• Excellent customer service, written communication, and interpersonal skills
• Ability to work onsite in La Plata or Prince Frederick, Maryland

Preferred

• Independent insurance agency experience
• Commercial lines insurance servicing experience
• Experience using Applied Epic agency management software
• Certified Insurance Counselor (CIC) designation

Technical Skills

• Proficiency with agency management systems and electronic client records
• Working knowledge of Microsoft Office applications
• Ability to navigate multiple carrier quoting platforms and manage electronic policy documentation

Work Arrangement

• In-office position at either the La Plata or Prince Frederick, Maryland location

About Insurance Placement Solutions

Insurance Placement Solutions is a staffing and recruiting firm specializing in the insurance industry. We connect talented professionals with temporary, temp-to-hire, and direct-hire opportunities at leading insurance organizations across the United States.

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