Personal Lines Account Manager

About Haughn Insurance

Founded in 1986, Haughn Insurance is a full-service, family-owned independent insurance agency based in Dublin, Ohio. For nearly four decades, we have built our reputation on putting clients first, offering innovative, tailored insurance solutions for individuals, families, and businesses across Ohio and beyond. We operate on a set of straightforward, deeply held core values focused on doing right by our customers, community, and team. We pride ourselves on being creative problem solvers and trusted advisors who show up for our clients when it matters most.

Job Summary

Our clients rely on us to protect their homes, vehicles, and assets. As a Personal Lines Account Manager, you will manage a portfolio of personal lines clients, serving as their primary point of contact for day-to-day service needs. This is not a transaction-based role. It’s a relationship-driven position where your attentiveness and care set us apart from every other agency in the market.

What You'll Do

• Client Advisory: Serve as the primary point of contact for personal lines clients, reviewing coverages, identifying potential gaps, and recommending appropriate solutions.
• Portfolio & Renewal Management: Handle renewals, endorsements, and billing reconciliations, working with carriers to support favorable outcomes for clients.
• Claims Advocacy: Guide clients through the claims process from first notice to final resolution, acting as their dedicated advocate.
• Team Collaboration: Support a collaborative team environment by sharing knowledge and contributing to a positive, service-focused culture.
• System Optimization: Utilize Applied Epic to maintain precise client records and help streamline internal workflows.

Minimum Qualifications

• At least 2 years of experience with personal lines insurance.
• Active Ohio Property & Casualty license, or the ability to obtain one prior to start date.
• Strong communication and client service skills with a genuine commitment to helping clients navigate their coverage needs.

Preferred Qualifications

• Experience with Applied Epic
• Advanced designations (CIC, CPCU, CISR etc.) or a demonstrated commitment to continued professional development.

Additional Information

• Location: Dublin, Ohio (In-Office). Note: Employees are eligible to request a hybrid schedule (up to 2 days remote) upon successful completion of their first 12 months, subject to performance and role requirements.
• Employment Type: Full-Time
• Schedule: 8:00 AM – 5:00 PM, Monday through Friday. While employees must be reachable by clients during that time, some schedule accommodations may be considered to support individual needs. Please feel free to discuss this with us during the interview process.
• Compensation: $60,000 – $85,000 base salary annually, commensurate with experience, plus commission opportunities on new business sales.

Equal Opportunity Employer

Haughn Insurance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates who will contribute to and strengthen our team.

Pay: $60,000.00 - $85,000.00 per year

Application Question(s):

• Do you have experience using Applied Epic as an agency management system?
• Do you hold any of the following designations? CIC / CPCU / CISR
• Please share your Property & Casualty (P&C) insurance license number and the issuing state.

Education:

• Bachelor's (Preferred)

Experience:

• personal lines insurance: 2 years (Required)

License/Certification:

• Ohio Property & Casualty (P&C) insurance license (Required)

Ability to Commute:

• Dublin, OH 43017 (Required)

Work Location: In person