Personal Lines Account Manager

The Misch Group; Washington (District of Columbia); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

401k

PTO

Dental insurance

Vision insurance

Zusammenfassung

The Misch Group in Washington, DC is seeking a Personal Lines Account Manager to provide full support for our Personal Lines Department, specializing in Property & Casualty insurance and maintaining high client retention. This role involves exposure to all aspects of the department with diverse daily responsibilities.

As a key team member, you will influence the client experience by delivering exceptional service, coordinating with principals, producers, and staff, and handling policy orders,

Qualifikationen

• P&C license required.
• Experience working for an independent insurance agency.
• Experience servicing/quoting/marketing personal lines with multiple carriers, and wholesalers.
• Minimum of 2 years of experience as a Personal Lines Account Manager.
• Must also have experience with Commercial Lines.

Aufgaben

• 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.

Kenntnisse

P&C license

Independent agency

Personal lines

Commercial lines

Carrier quoting

Excel proficiency

Jobbeschreibung

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.