Office & Personal Lines Manager

We are seeking an experienced and motivated Office & Personal Lines Manager to lead daily agency operations while managing and growing our Personal Lines book of business. This is a key leadership position that combines sales, customer service, and office management responsibilities.

The ideal candidate is a licensed insurance professional who thrives in a collaborative, fast-paced environment and enjoys taking ownership of both client relationships and agency operations.

Personal Lines Sales

• Quote, present, and close new business opportunities across Homeowners, Auto, Umbrella, and related Personal Lines products.
• Identify client needs and recommend appropriate coverage solutions.

Quoting & Policy Processing

• Prepare accurate quotes using carrier portals and comparative rating systems.
  Process applications, bind coverage, and ensure compliance with carrier underwriting guidelines.
• Maintain complete and accurate policy documentation.

Client Service & Account Management

• Handle policy changes, endorsements, billing inquiries, cancellations, reinstatements, and other service requests.
• Deliver exceptional customer service and timely follow-up.
• Conduct policy reviews to improve retention and uncover cross-selling opportunities.

Office Management

• Oversee daily office workflow and administrative operations.
• Maintain agency procedures and ensure efficient office organization.
• Provide operational support to the agency owner and assist with agency growth initiatives.

Carrier & Vendor Relations

• Coordinate underwriting requirements, policy issues, and service-related matters.
• Maintain strong carrier relationships and stay informed on product and underwriting changes.

Compliance & Documentation

• Ensure all client files and agency records are properly documented within the agency management system.
• Maintain compliance with agency procedures, carrier requirements, and regulatory standards.