Personal Lines Account Manager

Personal Lines Account Manager

Bristol, VA | Full-Time
BTJ Insurance – A Leavitt Group Affiliate

leavitt.com/btj

BTJ Insurance, a Leavitt Group affiliate located in Bristol, VA, is seeking an experienced and service-focused Personal Lines Account Manager to join our growing team.

This position plays a key role in our personal lines service operations, supporting clients with policy servicing, coverage education, and risk mitigation while ensuring a positive customer experience.

Job Overview

As a Personal Lines Account Manager, you’ll be the first point of contact for inbound personal lines service calls. You'll assist customers with changes to their policies, quoting, payments, verification of insurance, and identifying coverage gaps. You'll also work closely with internal team members to support retention, cross-selling, and service initiatives.

Key Responsibilities

• Respond to incoming service requests promptly and professionally

• Handle all aspects of personal lines servicing, including changes to vehicles, lienholders, coverage, and billing questions

• Educate clients on coverage gaps and risk mitigation strategies

• Provide quotes and cross-sell additional coverages where appropriate

• Maintain accurate customer records and documentation in AMS360

• Follow up on open service items and verify transactions with customers

• Draft and send service-related correspondence

• Assist team members and managers with service-related support tasks

• Leverage personal lines product knowledge and carrier guidelines to support client needs

Requirements & Qualifications

• Property & Casualty license preferred

• 2+ years of agency experience in personal lines strongly preferred

• Experience with AMS360 is a plus

• Excellent written and verbal communication skills

• Strong attention to detail and ability to maintain compliance standards

• Dependable with a consistent and timely work ethic

• Customer-first attitude with a proactive problem-solving mindset

Compensation & Benefits

• $48,000 – $65,000/year, depending on experience

• Medical, Dental & Vision Insurance

• 401(k) with employer match

• HSA and FSA options

• Paid vacation & sick leave

• Wellness Program

• Professional development opportunities

About BTJ Insurance & Leavitt Group

BTJ Insurance is proud to be a part of the Leavitt Group, one the largest privately-held insurance brokerage in the U.S., with over 275 locations across 27 states. We specialize in commercial and personal insurance solutions and are appointed with top carriers across the country. As part of the Leavitt Group, we combine the strength of national partnerships with the service and culture of a local agency.

Ready to Apply?

We’re looking for someone who thrives in a fast-paced environment and values relationship-based service. If you're ready to take the next step in your insurance career, apply today!

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