Personal Lines Account Manager

The Misch Group

Seattle (WA)

On-site

USD 65,000 - 90,000

Full time

7 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 in Washington is seeking a Personal Lines Account Manager to support our Personal Lines Department with Property & Casualty Insurance expertise and focus on client retention.

You will order policies, prepare renewals, and bind coverage for new clients while delivering exceptional service and maintaining strong relationships with carriers and clients.

Qualifications

  • 2+ years of experience as a Personal Lines Account Manager
  • P&C license 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 for clients
  • Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
  • Bind coverage for new clients

Skills

P&C license
Independent insurance agency
Personal lines quoting/marketing
2+ years Personal Lines AM
Commercial lines experience

Tools

Microsoft Word
Microsoft Excel

Job description

Personal Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Washington

Compensation: $65,000 - $90,000 / 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.

Role Expectations and Description

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.

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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