Licensed Personal Lines Account Manager | Client-Centric

The Juris Agency; Montgomery (OH); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Life Insurance

Health Savings Account

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

American Heritage Insurance Group in Ohio is seeking a licensed Personal Lines Account Manager to service and grow a book of business. You will build trust with clients, assess personal coverage needs, and coordinate with insurance carriers to place the best policies.

You will work closely with clients to understand their requirements, provide timely support, and deliver excellent service while maintaining professional communication across channels.

Qualifications

• Active Property and Casualty license.
• 2-3 Years Independent Agency Experience.
• Designation & Certification: CIC or CISR preferred.
• Experience with Agency Management Systems: Hawksoft Carrier Rating System preferred.
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) & Zoom.
• Professional verbal and written communication skills.

Responsibilities

• Foster strong relationships with our clients to maintain a high level of client retention and product loyalty.
• Perform the essential duties of servicing a book of business, including new and renewal marketing and placement.
• The ability to cultivate new business with both existing and new accounts is also a critical function of this position.
• Be the connection between the company, clients/prospects and the multiple insurance carriers represented by the company.
• Receive claim information from clients and render advice on filing claims with their insurance provider.
• Provide outstanding customer service and communicate with clients in a responsive, professional manner.

Job description

American Heritage Insurance Group in Ohio is seeking a licensed Personal Lines Account Manager to service and grow a book of business. You will build trust with clients, assess personal coverage needs, and coordinate with insurance carriers to place the best policies.

You will work closely with clients to understand their requirements, provide timely support, and deliver excellent service while maintaining professional communication across channels.