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The Personal Lines Account Manager is responsible for managing client relationships, ensuring client satisfaction, and maintaining a profitable book of business. Duties include client communication, insurance policy management, account renewals, and team mentoring. The role contributes to achieving agency retention and renewal goals while educating clients on their insurance coverage.

The Personal Lines Account Manager is responsible for servicing and managing client accounts, ensuring insurance needs are met, and providing excellent customer service. Responsibilities include processing policies, responding to inquiries, collecting renewal data, and maintaining client data accuracy.

The Enrollment/Compliance Specialist assists Brokers by answering inquiries through various channels, performing underwriting tasks, processing paperwork, and ensuring accurate data entry. The role requires clear communication and a high level of accuracy in support tasks.