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Personal Lines Account Manager

Location Goshen Office, Hybrid Opportunity. 

Job Summary


The Personal Lines Account Manager sells and services all types of personal property and casualty insurance products assuring the highest ethical standards, while promoting the image of the Agency and providing superior levels of customer satisfaction that drive long-term relationships, referral business, and the attainment of profit goals.      


Responsibilities and Duties


  • Professionally and accurately respond to customer inquiries, including questions concerning coverage, billing, and/or underwriting and claims, promptly.
  • Accurately quote and bind personal insurance coverage. Tasks include gathering underwriting data, obtaining necessary documents and signatures, and forwarding all items required to bind coverage to the insurance carrier.
  • Efficiently process change requests online or in AMS360, providing necessary documentation to the insured and/or other party as requested.
  • Assist insured clients in the reporting of claims by either directly connecting the insured with their insurance carrier’s claims department or by completing a loss report and forwarding to the insurance carrier, with any supporting documents, as soon as possible.  Follow-up per Agency procedure.
  • Replace/rewrite policies as needed, providing all necessary documents to the new insurance carrier.
  • Maintain clear and accurate coverage details and account activity documentation in AMS360.
  • Effectively respond to all correspondence and phone calls promptly, preferably on the same day. 
  • Resourcefully use client contacts as an opportunity to update coverages and cross-sell products.
  • Competently participate in meetings, training sessions, and seminars.
  • Assist with training of co-workers as needed.
  • Comply with all Agency procedures and guidelines.
  • Perform any other duties required by management.  

               Qualifications and Skills Required  

  • Excellent managerial, written, and verbal communication skills
  • Must work well in a team environment
  • Computer competency with Microsoft Office Suite applications, and the Internet
  • Associate degree or higher preferred
  • 2 years of proven managing, prioritizing, and organizational experience
  • Warm, friendly personality with the ability to connect with people
  • Possesses a Property and Casualty Insurance Brokers license