Personal Lines Insurance Account Manager

Personal Lines Insurance Account Manager – Hybrid & Growth Opportunity

Why Join The Provant Group?

At Provant, we combine the resources of a large insurance brokerage with the personalized service our clients deserve.

We’re growing fast, making an impact in the insurance industry and our community, and we’re looking for an experienced, client-focused Personal Lines Account Manager to join our team.

What Makes Us Different?

• Growth & Stability – Be part of a rapidly expanding firm with opportunities to advance.
• Performance-Based Bonuses – We reward all non-sales team members with a share of company success.
• Flexibility – Work hybrid with the ability to balance work and life.
• Comprehensive Benefits – Medical, dental, vision, 401(k), and generous PTO.

If you want to work in a high-impact role where you build strong client relationships and make a real difference, this is your opportunity.

What You’ll Do

As a Personal Lines Account Manager, you’ll be the primary point of contact for clients, providing expert service, handling renewals, and proactively identifying additional coverage opportunities.

Key Responsibilities

Client Servicing & Account Management

• Act as the primary contact for personal lines clients, ensuring outstanding service and proactive policy management.
• Handle policy changes, auto ID cards, and coverage inquiries with accuracy and efficiency.
• Manage renewals, ensuring seamless transitions and proper coverage alignment.
• Keep digital files updated and in compliance with agency standards.

Policy Growth & Retention

• Conduct annual policy reviews to identify coverage gaps and recommend additional lines of protection.
• Engage in proactive outreach via calls, emails, and follow-ups to ensure policy retention.
• Liaise with insurance carriers to align policies with client expectations.

Collaboration & Reporting

• Work closely with Sales Executives, underwriters, and carriers to optimize client solutions.
• Track key performance metrics to ensure clients receive industry-leading service.
• Assist with carrier requests, policy changes, and document management to keep workflows efficient.

What We Offer

• Salary Range: $55,000 – $75,000, based on experience.
• Hybrid Work Environment – A balance of in-office and remote flexibility.
• Comprehensive Benefits Package – Medical, dental, vision, 401(k), disability, and life insurance.
• Performance Bonus Program – Non-sales team members share in company success.
• Career Development – Training, mentorship, and advancement opportunities within a growing firm.

What You Bring

• Property & Casualty license required.
• 2+ years of experience in insurance brokerage (Personal Lines servicing preferred).
• Experience with Applied Epic (or willingness to learn).
• Strong analytical skills with the ability to interpret data and client needs.
• Excellent communication skills and ability to collaborate across departments.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Ready to Apply?

Join a company that values expertise, rewards performance, and gives you the flexibility to thrive in your career.

Apply today and take the next step with The Provant Group.