Personal Lines Account Manager: Retention & Growth

US Diversity Job Search

West Chester (Chester County)

On-site

USD 60,000 - 80,000

Full time

14 days+
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Job summary

Marsh McLennan Agency's East Region is seeking an Associate Account Manager to retain existing Personal Lines accounts and help grow new business. You will provide prompt, high-quality service to designated accounts, supporting agency and personal line standards and procedures.

Qualifications include prior Personal Lines experience, an understanding of Personal Lines underwriting, and proficiency with Microsoft Office (Word, Excel, Outlook).

Qualifications

  • Minimum two years' experience in similar position or customer service in Personal Lines.
  • Must have or be near obtaining required state insurance licenses.
  • College degree preferred.

Responsibilities

  • Provide Account Management services to Personal Lines accounts as assigned and manage a book of business between 800k and 1.2M in Premium Volume.
  • Market new business and existing accounts; prepare and present proposals to clients/prospects.
  • Perform renewal reviews, check-ins, and document system updates per agency standards; assist with billing and endorsements as needed.
  • Deliver prompt, high-quality customer service and collaborate with the claims and service teams to minimize errors and omissions claims.

Skills

Customer service
Communication skills
Team collaboration
Detail oriented

Education

Bachelor's degree preferred
Insurance licenses required

Tools

Microsoft Word
Microsoft Excel
Microsoft Outlook

Job description

Marsh McLennan Agency's East Region is seeking an Associate Account Manager to retain existing Personal Lines accounts and help grow new business. You will provide prompt, high-quality service to designated accounts, supporting agency and personal line standards and procedures.

Qualifications include prior Personal Lines experience, an understanding of Personal Lines underwriting, and proficiency with Microsoft Office (Word, Excel, Outlook).

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