Personal Lines Account Manager

Job Title: Personal Lines Account Manager

Company: Allegiance Insurance Services, Inc.
Location: Remote/Hybrid — Central Time Zone
Type: Full-Time
Compensation: $45,000–$50,000, including quarterly bonus and commission opportunity, plus full benefits, PTO, and 401(k) match

About Allegiance Insurance Services, Inc.

Allegiance Insurance Services, Inc. is a nationwide insurance solutions company that has served clients since 2003. Following recent acquisitions, Allegiance is expanding its Personal Lines operations and continues to build its business around education, customer excellence, integrity, and innovation.

About the Role

As a Personal Lines Account Manager, you will own the day-to-day management of an assigned Personal Lines book of business and serve as the primary point of contact for policyholders. This role is focused on delivering exceptional client service, managing renewals and remarkets across multiple carriers, conducting annual coverage reviews, and identifying opportunities to provide clients with additional coverage solutions.

Key Responsibilities

• Manage an assigned Personal Lines book of business and own the renewal process.
• Serve as the primary point of contact for policyholders, providing responsive and consultative client service.
• Manage renewals and remarketing activities across multiple insurance carriers.
• Conduct annual coverage reviews to evaluate client needs and identify potential coverage gaps.
• Identify and pursue cross-selling and additional coverage opportunities.
• Maintain strong client relationships focused on retention, satisfaction, and long-term account growth.
• Utilize multi-carrier rating and quoting platforms, CRM/AMS systems, and comparative rating tools.
• Communicate effectively with clients and carrier partners by phone, email, and other appropriate channels.
• Maintain accurate account information and documentation while managing multiple priorities in a fast-paced team environment.
• Contribute to Allegiance's continued Personal Lines growth following recent acquisitions.

Requirements

• Active Property & Casualty license in good standing.
• 1–3 years of Personal Lines account management experience.
• Experience managing an existing book of business.
• Strong consultative client service and annual coverage review skills.
• Experience with multi-carrier rating and quoting, CRM/AMS systems, and comparative rating tools.
• Strong written, verbal, phone, and email communication skills.
• Resourceful, organized, and effective in a fast-paced team environment.
• Bachelor's degree or related field, or equivalent work experience.

What We Offer

• $45,000–$50,000 compensation range, including quarterly bonus and commission opportunity.
• Full benefits package, including 100% benefits, paid time off, and 401(k) with match.
• Monday–Friday schedule, 8:30 a.m.–5:00 p.m. Central Time.
• Opportunity to manage an established Personal Lines book and take ownership of client renewals.
• Growth opportunity with an expanding Personal Lines business following recent acquisitions.
• Collaborative culture centered on education, customer excellence, integrity, and innovation.
• Opportunity to build lasting policyholder relationships while contributing directly to client retention and business growth.