Job Title
Personal Lines Account Manager
Location
Mason, MI
Onsite, in-office five days per week
No hybrid or remote option
Employment Type
Full-time, W2 employee
Compensation
Base salary dependent on qualifications and experience
Expected range: 55,000 to 65,000
Compensation may exceed 65,000 for highly experienced candidates
Schedule
Monday through Thursday: 8:15 AM to 5:00 PM
Friday: 8:15 AM to 4:00 PM
Travel
No travel required
About the Opportunity
This is an opportunity to join an established, independent insurance agency serving the Mason and broader Michigan market for nearly 80 years. The agency operates with a nine-person team and provides both personal and commercial lines coverage.
This position is open due to sustained service demand and backlog. The agency is experiencing increased service volume, endorsement processing delays, quoting strain, and phone coverage challenges. A strong hire directly impacts retention, responsiveness, and operational stability.
This is not a sales-only role. This is a true servicing and account management position.
Position Overview
The Personal Lines Account Manager is responsible for day-to-day servicing of personal lines clients. This includes quoting, re-quoting, endorsements, payment processing, inbound call handling, and general account maintenance.
The role requires hands-on daily use of Applied Epic. System proficiency is not optional.
This position exists to:
• Reduce service backlog
• Improve endorsement turnaround
• Support quoting responsiveness
• Strengthen client retention
• Relieve operational strain on ownership
Detailed Responsibilities
Client Servicing
• Process policy endorsements accurately and efficiently
• Handle policy changes and updates
• Provide coverage explanations to clients
• Support renewals and policy adjustments
Quoting and Re-Quoting
• Quote new personal lines policies
• Re-quote existing accounts
• Work with multiple carriers
• Ensure competitive placement
Payment Handling
• Accept and process client payments
• Maintain accurate documentation
Phone and Office Coverage
• Answer inbound client calls
• Support general front-office coverage
• Assist with walk-in inquiries
System Use
• Daily operation of Applied Epic
• Maintain accurate account documentation
• Navigate rating and carrier interfaces
Required Qualifications
• Active Michigan Property and Casualty License
• Applied Epic experience
• Personal lines servicing experience
• Comfortable working onsite five days per week in Mason, Michigan
Preferred Qualifications
• Two or more years of personal lines servicing experience
• Commercial lines exposure
• Cross-selling experience
• Multi-carrier quoting familiarity
Benefits
Eligibility begins after 90 days:
• Health insurance, 100 percent employer-paid for employee
• Dental insurance
• Life insurance
• Short-term disability
• SIMPLE IRA with 3 percent match
Background Requirements
• Must hold active Michigan licensure
• Must be eligible for employment in the United States
Ideal Candidate Profile
• Stable work history
• Service-oriented, not purely sales-driven
• Comfortable in small team environments
• Self-directed and accountable
• Comfortable with direct access to ownership
• Values long-term employment
Candidates seeking hybrid or remote-only work will not be considered.