Account Manager- Personal Lines

Alera Group
Alpharetta, Georgia
Not Specified
Oct 18, 2022
Dec 17, 2022
Job Type
Not Specified
Career Level
Not Specified


The Beck Agency, a division of Propel Insurance, is looking to add an Account Manager to their Personal Lines team. This is an in-office role, with potential to be hybrid.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

The primary role for this position is to maximize customer satisfaction and retention by providing exceptional customer service every day; educating our clients on risks they face; offering creative solutions to protect the things that matter most to them; and always thanking them for their business


  • Perform all account transactions including procurement of new accounts, applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing, correspondence, etc, on personal lines accounts.
  • Review and remarket renewals for retention of account.
  • Respond to client inquiries, incoming mail, company requests, and producer requests in a timely manner.
  • Proactively pursue cross-line sales.
  • Perform all tasks in accordance with The Beck Agency/Propel's and our Carriers' standards and procedures.
  • Complete account reviews as requested by the customer. Help customers identify gaps in coverage, offer solutions, and place coverage.
  • Update and maintain all client files on EZLynx computer system. Document all transactions and interactions pertaining to our customers' accounts.
  • Maintain knowledge of our carriers' products, underwriting guidelines, and operating procedures.
  • Keep current with industry trends, issues, and competitive intelligence by reading company bulletins and attending department meetings.
  • Utilize a comparative rating tool on new prospects and when remarketing existing customers.
  • Assist in the training and development of new personal lines employees.

  • Expertise in personal lines coverage, underwriting and rating.
  • Computer skills including Word, Excel, and Outlook.
  • Agency Management System Experience. EZLynx preferred.
  • Strong oral and written communication skills.
  • Ability to work successfully in a team environment.
  • Ability to present complex insurance concepts in simple terms to our clients.
  • Dependable with a strong work ethic.
  • Detail Oriented is a must.
  • State of Georgia Agents Property & Casualty License
  • Minimum of 2 years Personal Lines experience in the IA Channel
Equal Opportunity Employment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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