Humberger Nav
mployee.me logo
Personal Lines Account Manager
Creative Planning
linkedin
Kansas City Metropolitan Area
2-5 years
Not Disclosed
Full time
04 May 2026
Top Skills:
BillingInsurance ProductProperty & Casualty InsuranceReportingUnderwriting

96

Get Personalized Job Matches with 1 Click

Job Description iconJob Description
Download Resume iconDownload Resume

The Personal Lines Account Manager is responsible for managing the day-to-day processes of customer accounts. They will review renewals in advance and re-market existing accounts. The Account Manager works with company representatives to obtain information and quotes from the carrier to present to customers.


We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.


JOB DUTIES:

  • Serves as the primary point of contact for clients and carriers regarding insurance coverage, billing, claims or administrative problems.
  • Updates applications and renewal information as needed to reflect changes during the policy year.
  • Submit applications to carrier and complete remarketing quotes in PL Rater or carrier quoting systems.
  • Reviews quotes to verify coverages are as requested and match applications submitted. Resolves any discrepancies directly with the underwriter and communicates final quote results to clients.
  • Create Evidence of Insurance reflecting current coverage for new business policies, renewals and as needed throughout the policy year based on changes to coverage.
  • Assist clients with claim reporting and facilitate prompt response from carriers.
  • Complete other tasks as requested by clients—such as premium breakdowns and summaries as needed.


REQUIRED EXPERIENCE/QUALIFICATIONS:

  • Minimum of 3 years insurance experience
  • Property & Casualty Insurance Agents License in Kansas & Missouri
  • Ability to manage multiple tasks concurrently and handle highly detailed work with a great degree of accuracy
  • An ongoing effort to obtain professional designations such as CISR, CIC.


PREFERRED EXPERIENCE/QUALIFICATIONS:

  • Flood Certification
  • Understanding of Personal Insurance Products and usages
  • Solid knowledge of Insurance rating and underwriting procedures
  • Proficiency in AMS360 and/or MS Word, Excel and PowerPoint