Job Description

Position Summary & Objective:

  • The Personal Lines Account Manager will be responsible for the complete management and retention on a specific book of business. Principally to advise the client on matters of coverage and pricing, to place the client’s risks with the most suitable market on a timely basis and to ensure the accuracy and integrity of documents and data, according to the workflows of the brokerage.


Essential Functions:

Customer Service

  • Ensure that clients’ queries and requests are responded to in a professional and timely manner 
  • Develop strong, effective relationships with clients 
  • Ensure that the brokerage’s service commitments and standards are upheld
  • Work in a team environment alongside Producers and Account Administrators
  • Proactively contact client in response to potential changes in the market or policy changes
  • Act as an advocate on behalf of our clients to the insurance carriers


  • Cross sell and upsell existing clients, seeking to further increase book size
  • Solicit additional business from existing client base, and gain referrals to new prospects
  • Assist clients and family members with new insurance requirements
  • Round out accounts
  • Prepare all necessary new sales paperwork and submit to AA’s for processing

Renewal Reviews

  • Prepare annual review reports, conducting client meetings to review the insurance program, making appropriate recommendations for improvement
  • Confirm all underwriting information is accurate and up to date
  • Ensure all coverage are adequate and all essential coverages are on policies
  • Confirm all discounts and surcharges are on clients files

Remarket Policies

  • Review files and ensure client is with the best market based on individual needs
  • Quote policies with other markets when required
  • Prepare all necessary remarket  paperwork and submit  to AA’s for processing


  • Confirm all client files in the BMS are current and up to date
  • Guarantee all client correspondence is attached to the BMS according to department standards
  • Ensure activities in BMS are added and updated according to department standards
  • Complete updates to all clients files and policies, promptly updating company portals

Additional Duties:

  • Prepare COC’s and binders of insurance
  • Order report such as MVR, AutoPlus and HITS
  • Maintain an ongoing working knowledge of all available carriers and products
  • Actively participate in continued learning programs or training
  • Correspond with personal insurance underwriters
  • Assist clients with completion of applications
  • Contact clients in regards to billing issues (agency or direct)


We would love to tell you more about the current opportunity at Magnes for increased compensation, education & personal development, career advancement; flexibility to work from home and most importantly what makes our company culture hardworking & fun!

Job Posting Details

Job Type


Market Segment

Property Casualty Insurance

Company Type

Insurance Brokerage

Education Required


Minimum Experience Required

1 to 2 Years