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Personal Lines Account Manager

Delafield, WI 53018

Posted: 10/28/2025 Employment Type: Permanent Category: Insurance Specialty Job Number: 28624

Job Description

Title: Personal Lines Account Manager
Location: Delafield, WI
Job Type: Permanent/Direct-Hire
Compensation: $55,000 - $65,000 annually + bonus
Industry: Insurance

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About the Role
We are hiring on behalf of a well-established, independent insurance agency with a strong regional presence and a reputation for exceptional client service. This firm offers a collaborative, team-oriented environment and is deeply committed to both employee development and community involvement. With a modern office space and a 98% client retention rate in Personal Lines, this is an excellent opportunity for someone looking to grow their career in a stable and supportive setting.
Job Description
As a Personal Lines Account Manager, you will be responsible for managing a full book of personal lines insurance accounts. This includes servicing existing clients, handling renewals, processing policy changes, and identifying opportunities for cross-selling and upselling. You’ll work closely with clients, carriers, and internal team members to ensure a high level of satisfaction and retention.
Key Responsibilities:
  • Client Service & Account Management
  • Provide day-to-day service for personal lines clients, including policy changes and coverage questions
  • Conduct account reviews to identify upsell and cross-sell opportunities
  • Educate clients on policy coverages, exclusions, and endorsements
  • Carrier & Market Knowledge
  • Maintain strong relationships with carrier reps and underwriters
  • Understand carrier appetites and underwriting guidelines
  • Identify remarketing opportunities aligned with agency goals
  • Policy Administration
  • Process and verify policies, endorsements, and documentation
  • Manage renewals independently or in collaboration with producers
  • Prepare proposals and ensure timely delivery to clients
    Qualifications
    Required:
    • Active Property & Casualty (P&C) License
    • Approximately 3 years of experience in personal lines insurance (flexible for the right candidate)
    • Strong customer service orientation and communication skills
    • High attention to detail and organizational skills
    Preferred:
    • Experience working in a team-based agency environment
    • Familiarity with modern agency management systems
    • Interest in obtaining a Life License (supported by the employer)
    • Desire to grow into a hybrid Personal + Life Lines role
    Benefits
    Employees are offered a comprehensive benefits package that includes traditional health insurance plans such as PPO, HMO, and POS, available through both fully-insured and self-funded options. Additional coverage includes dental, vision, disability, and life insurance. To support financial wellness and healthcare flexibility, the package features tax-advantaged accounts like Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Health Reimbursement Accounts (HRA). Employees also have access to Employee Assistance Programs (EAP) for personal and professional support, along with a variety of voluntary benefits to further tailor their coverage to individual needs.
    How to Apply
    Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
    Equal Opportunity Statement
    As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!  
  • #BPINDEED

Dahl Consulting is proud to offer a comprehensive benefits package to eligible contract employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review our Benefits Summary: www.dahlconsulting.com/benefits-w2fta. 

Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other applicable legally protected characteristics.

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About Delafield, WI

Ready to embark on a new career journey in Delafield, Wisconsin? This vibrant town, nestled in the heart of Waukesha County, offers a perfect blend of small-town charm and big-city amenities. With its picturesque landscapes, proximity to the stunning Lake Nagawicka, and a thriving local art scene featuring venues like Hawks Inn Historical Museum and Anderson Arts Center, working in Delafield means embracing a lifestyle where work-life balance is not just a goal but a reality. From savoring local delicacies at The Seven Seas restaurant to catching a show at the historic Theatre on Main, there is no shortage of unique experiences to enjoy in this welcoming community. Explore our job listings today and discover the endless opportunities waiting for you in Delafield, WI!