Personal Insurance Producer-Remote (MD)

The Jonus Group; Owings (MD); Remote; USD 45,000 - 55,000; Full time

Job summary

A leading insurance agency is seeking a detail-oriented Insurance Account Manager. This entry-level position involves consulting with clients about personal lines insurance coverages, managing workflow, and maintaining client relationships. Ideal candidates should possess strong customer service and organizational skills, along with an active state P&C License.

Qualifications

• 2+ years of experience handling personal insurance accounts.
• Ability to meet with clients and discuss insurance mitigation strategies.

Responsibilities

• Consult with clients and manage workflow of assigned personal insurance accounts.
• Review policies for accuracy and handle marketing for new and renewal business.

Skills

Customer service

Organizational skills

Education

Active state P&C License

Job description

Established insurance agency seeking a detail-oriented person with clear knowledge of personal lines insurance coverages.

Job Description:

• Full knowledge of insurance products and usages.
• Ability to advise and consult with clients.
• Manage workflow of assigned book of business and delegate workflow.
• Maintain accounts in accordance with organizational guidelines.
• Service and monitor account activity.
• Call existing insureds to compliment or "round out" personal accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Personal Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Develop and maintain excellent relationships with partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business.

Requirements:

• 2+ years of experience handling personal insurance accounts.
• Ability to meet with clients and discuss insurance mitigation strategies.
• Must hold an active state P&C License.
• Excellent customer service and organizational skills.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Business Development, and Finance

Industries

• Banking, Financial Services, and Insurance