Personal Lines Account Manager

Job Locations US-RI | US-RI
Posted Date 2 months ago(3/2/2021 11:26 AM)
Job ID
# of Openings



Creates extraordinary customer experience for all customers in person, over the phone, and by written correspondence. Responds to all customer or company requests the same business day.  Provides support to sales team and other agency staff while striving to be a valuable team member.  Treats everyone with dignity, respect, and courtesy.  Conducts our business in an ethical manner.



Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.


  1. Works with clients in ascertaining insurance coverage for all forms of personal insurance.
  2. Routinely review clients insurance and make appropriate recommendations.
  3. Work closely with and provide support for sales staff in placing insurance coverage for the prospects and clients.
  4. Makes any changes necessary at the request of the policyholder and agency staff.  Processes endorsement changes made to policies, renewals, cancellations, reinstatements, and new business.
  5. Acts as a liaison between policyholders and insurance companies through correspondence, over the phone, and via email.
  6. Stay up to date with a changing insurance environment, and many insurance company rules and guidelines.
  7. Conducts agency mailings to customers including annual update and needs survey.
  8. Receives and responds promptly to incoming calls from insurance companies, auto dealers, and lenders.   Responds to clients and company correspondence on a daily basis.
  9. Utilizes agency automation (AMS360/Microsoft Outlook, Excel, Word, PL Rater) consistently and efficiently.


The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties, both related and unrelated to the above may be assigned and therefore required.






  1. High school diploma and other skills as needed.  Maintains current Property and Casualty license in State of Rhode Island (Other states optional). 
  2. A minimum of 3 years’ experience as a Personal Lines Account Representative (Or similar insurance experience).
  3. Comfortable and proficient using automated agency management systems, comparative rating programs, Microsoft Office including Word , Excel, and Outlook, Adobe acrobat, and insurance company online programs and resources. Comfortable working in a paperless work environment.




  • We celebrate individuality
  • We empower employees to be creative problem solvers
  • We invest and take the time to really get to know our customers
  • We commit to serving the financial needs of Rhode Islander’s


Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


OceanPoint and BankNewport are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.


OceanPoint has a sales oriented culture to which all employees must adhere.  It is expected that both internal and external customers be treated with competence, courtesy and concern.  We must strive, as employees, to discover our customers’ needs and to determine and decide which product or service best meets those needs.  Following a discussion, a solution should be developed to meet or exceed the customer’s expectations.





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