Personal Lines Account Manager

The-Misch-Group

Cincinnati (OH)

On-site

USD 55,000 - 70,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
Life insurance
401k
PTO
Dental insurance
Vision insurance

Job summary

The Misch Group, an independent insurance agency in Ohio, is seeking a Personal Lines Account Manager to support our Personal Lines Department with Property & Casualty expertise and help maintain high client retention.

You will collaborate with the Agency Principal, Producers, and teammates to order policies, issue documents, prepare renewal submissions, and bind coverage for new clients, delivering exceptional service across multiple carriers.

Qualifications

  • The candidate must hold a P&C license.
  • Experience at an independent insurance agency is required.
  • Experience servicing/quoting/marketing personal lines with multiple carriers is required.
  • Minimum of 2 years as a Personal Lines Account Manager.
  • Experience with Commercial Lines is required.

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
  • Provide exceptional customer service and maintain long-term client relationships
  • Bind coverage for new clients

Skills

P&C License
Independent agency experience
Personal lines experience
Commercial lines experience
2+ years in Personal Lines Account Mgr
Office suite proficiency
Excellent organizational skills

Tools

MS Office
Word
Excel

Job description

Personal Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Ohio

Compensation: $55,000 - $70,000 / year


Description
About Us:

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal 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.


Key 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, Knowledge and Expertise
  • 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

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