Personal Lines Account Manager

Mason-McBride Insurance; Troy (MI); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Vision Insurance

Company Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Supplemental Insurance

Job summary

An established industry player seeks a Personal Lines Account Manager to join their team. This role involves maintaining accurate records, facilitating communication between clients and insurance companies, and providing exceptional customer service. You will be at the forefront of client interactions, ensuring their insurance needs are met with professionalism and care. This dynamic position offers opportunities for growth within a supportive team environment. If you are passionate about helping clients navigate their insurance options and thrive in a collaborative setting, this is the perfect opportunity for you.

Qualifications

• 2+ years of Personal Lines insurance experience required.
• Michigan Property and Casualty License required.

Responsibilities

• Maintain accurate records in AMS database and process insurance transactions.
• Act as intermediary between clients and insurance companies.

Skills

Effective communication skills

Problem-solving ability

Empathy towards clients

Decision-making skills

Teamwork

Education

High School Diploma

College degree

Tools

AMS360

MS Office Suite

Job description

At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are proud to be a second-generation family business, where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do. Mason-McBride offers a broad spectrum of insurance services. Whether it’s personal insurance like home, auto, life, and umbrella policies, or business insurance covering commercial property, general liability, and workers’ compensation, we have you covered. We also specialize in employee benefits, including health, dental, and vision insurance.

Personal Lines Account Manager

Responsibilities:

• Maintain current, accurate records within our AMS database, WorkSmart Imaging program in the areas of, but not limited to, processing new business, renewals, endorsements, cancellations, etc.
• Act as intermediary between clients and insurance companies to arrange personal insurance coverages as the need arises for our clients and prospective clients.
• Expedient and accurate processing while engaged with clients via phone, internet, email, or fax.
• Responsible for account rounding.
• Responsible for renewal reviews as directed.
• Extensive interaction with Personal Lines clients in the areas of claims reporting and claims follow-up.
• Participate in meetings, conferences, and team project activities.
• Complete various assignments/projects as requested by Management or Department Manager.
• Assist in training new employees in the department.
• Good judgment needed to prioritize workload.
• Adhere to agency procedures, standards, suspense timelines and guidelines.

Qualifications:

• High School Diploma required; College degree preferred
• Michigan Property and Casualty License required
• Minimum of 2 years of applicable Personal Lines insurance experience required
• Working knowledge of AMS360 highly desired; proficiency with MS Office Suite
• Familiar with commonly used insurance concepts, practices, and procedures
• Knowledge of carrier forms and conditions
• Aptitude to make decisions in the best interests of the client, agency, and carriers
• Accountability for ordering renewals and binding with carriers before expiration
• Ability to provide empathy to our clients when they have claims
• Effective communication skills, both oral and written
• Ability to work in a team environment
• High level of problem-solving ability, including independent judgment and decision-making skills with some supervision
• High level of confidentiality
• Good attendance and punctuality; dependable and reliable

Hours: Monday-Friday, 8:00am-5:00pm

Office Location: 3155 W Big Beaver Road, Suite 125, Troy, MI 48084

Benefits:

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service and Consulting

Industries

Insurance and Insurance Agencies and Brokerages