Client‑Focused Personal Lines Advisor

Red Clover; Baltimore (MD); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Bonuses and raises

Job summary

Red Clover in Baltimore, MD is seeking an Account Manager to build and sustain long-term client relationships. You will manage a portfolio of insurance clients, coordinate with internal teams, and drive growth while ensuring superior service.

The role requires experience in insurance account management, sharp communication, and CRM proficiency. A customer-focused approach and proactive problem-solving are essential for success in this position.

Qualifications

• Experience in insurance account management or related roles.
• Ability to manage a client portfolio and lifecycle.
• Strong written and verbal communication with clients and insurers.
• Knowledge of insurance products and compliance standards.

Responsibilities

• Serve as the primary contact for a portfolio of clients, ensuring satisfaction and retention.
• Manage all aspects of client policies including onboarding, renewals, endorsements, and mid-term changes.
• Ensure compliance and accurate CRM records for all interactions and documents.
• Assist clients with initiating and navigating the claims process.
• Identify opportunities to expand coverage and cross-sell products.
• Collaborate with underwriting, claims, and support teams to ensure timely service.
• Monitor account performance, prepare reports, and provide insights for planning.

Skills

Insurance products knowledge

Policy lifecycle

Portfolio management

Communication skills

Insurance account management

Tools

CRM systems

Job description

Red Clover in Baltimore, MD is seeking an Account Manager to build and sustain long-term client relationships. You will manage a portfolio of insurance clients, coordinate with internal teams, and drive growth while ensuring superior service.

The role requires experience in insurance account management, sharp communication, and CRM proficiency. A customer-focused approach and proactive problem-solving are essential for success in this position.