Personal Lines Client Retention Account Manager
Location: Rock Hill, SC
Compensation: $50,000 – $65,000 (depending on experience)
Type: Direct Hire
Schedule: First 90 days fully in office, then hybrid with 2 work-from-home days per week

We are seeking a detail-oriented, customer-focused Personal Lines Client Retention Account Manager to join our growing team in Rock Hill. This role is responsible for managing policy renewals, client retention, and ensuring personal lines clients receive exceptional service and the right coverage for their needs.

Requirements:

Bachelor’s Degree or five years of related experience and/or training, or an equivalent combination of education and experience

Life and Health Insurance License preferred (support available for the right candidate to obtain)

Strong computer skills, including Microsoft Office Suite

Excellent communication and problem-solving skills

Ability to adapt to changing client needs and maintain professionalism in all interactions

Responsibilities:

Manage a book of existing personal lines insurance clients with a focus on retention

Monitor upcoming renewals and proactively review coverage with clients

Develop and implement strategies to reduce cancellations and increase loyalty

Conduct policy reviews to ensure adequate coverage and identify cross-sell opportunities

Handle client inquiries regarding policy changes, billing, claims, and coverage questions

Work with carriers to negotiate renewals, process endorsements, and resolve underwriting issues

Maintain accurate client records in the agency management system

Educate clients on insurance products and coverage options

Collaborate with internal teams to deliver a seamless client experience

Competencies:

Strong customer service orientation

Team player with effective interpersonal skills

Organized and able to set goals and priorities

Analytical thinker with strong problem-solving skills

Demonstrates accuracy, thoroughness, and attention to detail

Work Environment:

Primarily office-based role with hybrid flexibility after 90 days

Moderate to quiet office environment

Regular use of computer, phone, and office equipment

If you are passionate about client service, enjoy building long-term relationships, and want to grow your career in personal lines insurance, we encourage you to apply.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.