Personal Lines Account Manager

The Misch Group; Cincinnati (OH); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive Pay

Health insurance

Life insurance

401k

PTO

Dental insurance

Vision insurance

Job summary

The Misch Group in Ohio is seeking a Personal Lines Account Manager to support our Personal Lines Department with expertise in Property & Casualty insurance. The role focuses on maintaining high client retention and handling day-to-day responsibilities across personal and commercial lines.

Responsibilities include coordinating with Agency Principal, Producers, and team members; ordering policies and issuing documentation; preparing renewal submissions; delivering exceptional client service; and

Qualifications

• P&C license required.
• Experience with an independent insurance agency.
• Experience servicing/quoting/marketing personal lines with multiple carriers.
• Minimum of 2 years as a Personal Lines Account Manager; knowledge of commercial lines is a plus.

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

Skills

P&C License

Independent agency experience

Personal lines experience

Commercial lines experience

Tools

Microsoft Office

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.