Personal & Commercial Insurance Account Manager

The Misch Group; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401k

PTO

Dental insurance

Vision insurance

Job summary

The Misch Group is an independent insurance agency in Phoenix seeking a Personal Lines Account Manager with Commercial experience. The role focuses on servicing and marketing personal lines across multiple carriers while supporting commercial lines needs.

Ideal candidates will hold a P&C license and have at least two years of personal lines AM experience in an independent agency, with strong organizational skills and proficiency in Microsoft Office.

Qualifications

• P&C license required.
• Experience working for an independent insurance agency.
• Experience servicing/quoting/marketing personal lines with multiple carriers, and wholesalers.
• Minimum of 2 years of experience as a Personal Lines Account Manager.
• Must also have experience with Commercial Lines.

Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Skills

Microsoft Office

Organizational skills

Attention to detail

Customer service

Education

P&C License

Tools

Microsoft Word

Microsoft Excel

Job description

Personal Lines Account Managerwith Commercial experience

About Us:

We are an independent insurance agency specializing in a broad range of insurance products inbusiness insurance andpersonal insurance. Our solutions extend to individuals, families, and businesses.

The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description:

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Job Requirements:

• P&C License required

• Experience working for an independent insurance agency

• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers

• Minimum of 2 years of experience as a Personal Lines Account Manager

• Must also have experience with Commercial Lines

Desired Skills:

• Experience with Microsoft Office and proficiency in Word and Excel

• Excellent organizational skills with attention to detail

Responsibilities include but are not limited to the following:

• Work with Agency Principal, Producers, and Team Members

• Order policies and issue documentation, certificates, and binders as needed

• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients

• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships

• Bind coverage for new clients

Job Benefits:

• Competitive Pay

• Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.