Personal Lines Account Manager: Retention & Growth Lead

Marsh McLennan Agency

West Chester (Chester County)

On-site

USD 55,000 - 75,000

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 develop new business. You will deliver prompt, high-quality service to designated accounts while supporting the team with underwriting information and renewal analyses.

This full-time role in West Chester, PA requires prior Personal Lines experience, state license availability, and proficiency with Microsoft Office. A degree and professional designation are preferred.

Qualifications

  • Must have previous experience in Personal Lines of Business.
  • Thorough understanding of Personal Lines underwriting and coverages.
  • Minimum two years’ experience in similar position or in a Customer Service role in Personal Lines.
  • Licenses as required by the State Department of Insurance to discuss/sell insurance.
  • College degree preferred, but not mandatory.
  • Professional designation strongly preferred.
  • Proficient in Microsoft Office products including Word, Excel, and Outlook.

Responsibilities

  • Provide Account Management services to Personal Lines accounts as assigned.
  • Manage a book of business between 800k and 1.2M in Premium Volume.
  • Support team approach of Account Managers as needed.
  • Gather information and risk management recommendations for designated accounts.
  • Market new business and existing accounts; determine premiums in comparative rater and company website.
  • Prepare and present proposals to clients/prospects.
  • Renewals: perform renewal reviews and confirm coverages.

Skills

Personal Lines experience
Underwriting knowledge
Office software

Education

College degree preferred
Insurance licenses
Professional designation preferred

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 develop new business. You will deliver prompt, high-quality service to designated accounts while supporting the team with underwriting information and renewal analyses.

This full-time role in West Chester, PA requires prior Personal Lines experience, state license availability, and proficiency with Microsoft Office. A degree and professional designation are preferred.

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