Account Manager | Personal Lines

Responsibilities

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals, and mid-term changes
• Provide exceptional service to existing clients while supporting growth through referrals
• Assist with coverage placement, risk evaluation, and recommending updates based on client needs
• Prepare and process policy documents including binders, ID cards, EOPs, and insurance summaries
• Handle client billing needs, including invoice processing, reconciliation, and follow-up
• Answer incoming calls, greet walk-ins, and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

Requirements

• Active Property & Casualty Insurance License
• Extensive knowledge of personal insurance products (home, auto, umbrella, collections, etc.)
• Strong organization and time management abilities
• Excellent customer service, written, and verbal communication skills
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Ability to work independently and as part of a collaborative team

Preferred Qualifications

• 3+ years of experience with personal lines insurance
• Proficiency with Applied Epic agency management system
• Familiarity with agency workflows and procedures

Benefits

• 401k plan with immediate participation, company match, and immediate 100% vesting
• Company-paid life insurance and short- and long-term disability
• Strong health insurance plan with various supplemental, voluntary offerings
• Friendly and flexible work environment

About the Company

Oakbridge Insurance Agency is a modern insurance and risk management agency on a mission to transform and elevate the industry. Built upon the legacy of founding firms with over 100 years of combined experience in the Southeast, Oakbridge focuses on core values and a commitment to doing what is right for friends and neighbors.