Personal Insurance Account Manager

Personal Insurance Account Manager

At Your Policy, we are guided by four Core Values: People First, Do What You Love, Deliver What Your Promise, and Balance is Key. These values are the foundation of our approach to building strong relationships and delivering truly personalized customer service.

Our mission is to simplify the insurance experience by making it transparent, convenient, and user-friendly; empowering our customers to make confident, informed decisions about their coverage with ease and trust. Less hassle, more happiness is our motto.

The role
You’ll own a book of personal insurance clients and be their main contact for their home, auto and other personal policies. You’ll keep coverage accurate, help clients through changes and renewals, and make sure every interaction lives up to our promise. This is a full-time position on our West Region Personal Lines team in our Williston, ND office.

What you’ll do

• Service an assigned book of personal lines accounts (auto, home, umbrella and related lines), including endorsements, policy changes, ID cards and certificates
• Review renewals, re-market accounts when needed, and explain coverage options clearly
• Answer client calls and emails promptly and professionally
• Work with carriers on underwriting requests, billing questions and cancellations or reinstatements
• Spot coverage gaps and cross-sell opportunities, and refer them to producers
• Keep detailed, accurate records in the agency management system
• Work closely with the Personal Insurance Service Manager and team to hit service standards

Qualifications

· Education: High school diploma or equivalent required; college degree preferred.

· Licensing: Active property and casualty required (or ability to obtain within 90 days).

· Experience: Minimum 2-3 years of experience in personal lines insurance.

· Knowledge of common personal insurance products (e.g., home, auto, renters, umbrella).

Skills & Competencies

· Strong interpersonal and communication skills, both verbal and written.

· Strong analytical and problem-solving abilities.

· Proven ability to build rapport and close sales in a competitive environment.

· Self-motivated, goal-oriented, and able to work independently.

· High level of organization and attention to detail.

· Proficiency in CRM and agency management systems.

Benefits

· Competitive base salary.

· Health, dental, and vision insurance after 30 days of employment.

· 401(k) plan after 500 hours of employment.

· Paid time off and holidays and one floating holiday.

· Professional development and continuing education opportunities.

· A values-driven culture that puts people first.

At Your Policy, we believe insurance is more than policies and paperwork; it’s about people. Every day, our account managers walk clients through some of life’s most important decisions with clarity, care, and confidence.

If you want to be part of a uniquely gifted agency, we want to meet you!