Personal Lines Account Manager

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

Department: Admin

Employment Type: Full Time

Location: Baltimore City, MD

Compensation: $70,000 - $80,000 / year

Description

We are a trusted leader in delivering high-quality insurance protection for thousands of individuals and families across our region. Our enduring commitment to excellence in both coverage and personal service sets us apart in the industry. At the heart of our success is a simple belief: our clients deserve the very best. This dedication to quality and care continues to drive more people every day to experience the unique value and peace of mind that only our company can provide.

As an Account Manager, you will play a pivotal role in building and sustaining long-term relationships with a dedicated portfolio of clients. Serving as the primary point of contact, you will act as the bridge between clients and internal teams to ensure the seamless delivery of services that align with both client expectations and organizational goals. Your success in this role will be driven by your ability to proactively manage client relationships, coordinate cross-functional efforts, and identify opportunities to drive growth and enhance client satisfaction.

We are looking for a client-focused professional with experience in insurance account management or a related role. Skilled in building strong relationships, the ideal candidate excels at managing client portfolios, resolving issues efficiently, and identifying growth opportunities.

Their communication and organizational skills enable them to manage multiple priorities with ease, and they are confident in working with internal teams and external partners to deliver excellent service.

The candidate will be knowledgeable about insurance products and compliance standards, comfortable using CRM systems, and driven to exceed client expectations. You take initiative, stay proactive, and bring a solutions-oriented mindset to every interaction.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of clients, providing ongoing support and guidance to ensure satisfaction and retention.
• Manage all aspects of client insurance policies, including new business onboarding,
  renewals, endorsements, cancellations, and mid-term adjustments.
• Ensure all client interactions, documents, and transactions adhere to industry regulations
  and company policies, maintaining accurate records in CRM systems.
• Assist clients with initiating and navigating the claims process, acting as an advocate to
  ensure fair and timely resolution.
• Identify opportunities to expand coverage or offer additional products and services that add
  value for clients and support revenue growth.
• Collaborate with underwriting, claims, and support teams to ensure timely and accurate
  service delivery, resolving client issues efficiently.
• Monitor account performance, prepare reports, and provide insights to clients and internal
  stakeholders to support strategic planning and decision-making.

Skills, Knowledge and Expertise

• Solid understanding of insurance products (e.g., personal and commercial)
• Knowledge of the end-to-end policy lifecycle: quoting, binding, servicing, renewing, and
  claims support
• Experience handling a portfolio of clients or managing policy lifecycles
• Strong written and verbal communication for interacting with clients, insurers, and internal
  teams
• Previous experience in an insurance account management, underwriting, sales support, or
  customer service role
• Ability to build rapport, manage expectations, and retain long-term clients

Core Competencies

Customer Focus - Building strong customer relationships and delivering customer-centric solutions

Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders

Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm

Communicates Effectively - Developing and delivering multi-mode communications that
convey a clear understanding of the unique needs of different audiences

Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organization goals

Benefits and Perks

• Medical, dental, and vision coverage with consistently low premiums
• 401(k) retirement plan and pension
• Short-term and long-term disability and life insurance
• Holiday and generous year-end bonuses
• Annual performance-based salary increases and cost-of-living adjustments
• Supportive workplace with long-tenured employees and low turnover