Personal Lines Account Manager

2 weeks ago


Virginia Beach, Virginia, United States Capstone Search Group Full time

The Personal Lines Account Manager is an integral part of the sales and service team with an independent insurance agency based in Virginia Beach, VA. The office is a full service property and casualty group. Your role is focused on personal lines client service on a book that has middle market homeowners, umbrella, and auto policies with some complexities like coastal property and flood risks..

Personal Lines Account Manager Responsibilities:

  • Take charge of aspects of the renewal process including, submission compilation, marketing and follow up with underwriters on information requests and quote revisions.
  • Perform policy administration including endorsements and/or other policy changes, certificates and assist with gathering renewal information.
  • Manage all policy billing including cancellations, renewals and any applicable payment scheduling or financing.



Personal Lines Account Manager Qualifications:

At least three (3) years of personal lines property and casualty experience.

Active state insurance license.


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