Personal Lines Account Manager - Summit Bridge Partners : Job Details

Personal Lines Account Manager Location: Hybrid (Office Located in Silverton, NJ) Compensation: Up to $65,000 + Year-End Bonus Potential Schedule: Full-Time | Hybrid Schedule

About the Agency: Our client is a fast-growing, family-run independent insurance agency serving both personal and commercial clients. They pride themselves on a supportive, collaborative culture and long-standing client relationships. This is not corporate Americaits a people-first agency that values integrity, trust, and teamwork.

About the Role: The agency is seeking a personable and detail-oriented Personal Lines Account Manager to join their growing team. This role involves managing a personal lines book of business consisting of home, auto, and umbrella policies for loyal, long-term clients. You will be the main point of contact for policy servicing, ensuring clients receive exceptional service and support. This is a great opportunity to join a stable, team-oriented agency where your work truly makes an impact.

Key Responsibilities:

• Manage the day-to-day servicing of personal lines accounts (home, auto, umbrella, etc.)

• Handle renewals, endorsements, billing inquiries, and client communications

• Prepare proposals and assist with remarketing as needed

• Provide high-level customer service, ensuring client satisfaction and retention

• Collaborate with the internal team to ensure seamless operations and excellent client experience

Qualifications:

• Minimum of 2 years of personal lines account management experience in an agency environment

• P&C license required

• Experience with Applied Epic or similar agency management systems preferred

• Strong organizational skills with the ability to manage multiple tasks and priorities

• Positive, team-oriented, and client-focused personality

Compensation & Benefits:

• Base salary up to $65,000 (commensurate with experience)

• Year-end bonus potential

• 12 paid holidays + 18 days of PTO

• Hybrid work flexibility

• Medical benefits partially paid for the individual

• Life and disability insurance provided

• 401(k) with employer contribution after 1 year

About Summit Bridge Partners: Summit Bridge Partners has been contracted by our client to support the hiring of this key position. We specialize in connecting top insurance talent with the right agencieshelping professionals find a long-term home where they can thrive.

To explore this and other opportunities in the insurance industry, visit www.summitbridgepartners.com or connect with us on LinkedIn.