Personal Lines Account Manager

TL;DR

Personal Lines Account Manager: Service existing personal lines insurance clients and develop new client relationships with an accent on renewals, endorsements, and accurate policy coverage guidance. Focus on building client trust, coordinating with insurance carriers, and supporting claims processing when applicable.

Location: Williston, VT

Salary: $50,000–$60,000 per year

Company

hirify.global provides risk management and insurance solutions to help businesses and owners stay protected.

What you will do

• Build strong client relationships to maintain existing business and acquire new accounts through prompt, accurate, courteous service.
• Process new business and renewals, including endorsement requests, proofs of insurance, and policy/endorsement reviews for accuracy and relevance.
• Correspond with insurance companies and clients to update, obtain, or verify information needed for account servicing.
• Answer client questions about insurance coverages and needs, and respond to underwriting questions about client accounts.
• Assist with claims processing when applicable and support marketing activities when applicable.
• Stay current on new coverages and products, and pursue cross-sell opportunities during client interactions.

Requirements

• Current Property and Casualty Insurance License is preferred (hirify.global may assist with licensing for the right applicant).
• High school diploma plus two years of college or two years of insurance industry experience is preferred.
• Experience with Microsoft Office (Outlook, Word, Excel, Teams).
• Strong confidentiality and attention to detail.
• Strong time management skills.
• Excellent written and oral communication skills; ability to understand and analyze insurance coverages, forms, and policies.

Culture & Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs and reimbursement of job-related expenses per company policy.
• Continuing education to stay updated on changes in the insurance industry.
• Equal opportunity employer committed to diversity, equity, and inclusion.

Hiring process

• Application review using AI tools to filter and identify qualified candidates.
• Human review remains part of the process; opt-out may be available where laws allow.