Account Manager - Personal Lines

Maintain a high level of client retention by managing day-to-day service needs of clients and building strong client relationships. Market and service accounts in accordance with platform objectives and procedures.

Requirements

• Develop and maintain a profitable "Book of Business"
• Provide timely, professional, accurate communication to clients, team, and carrier representatives
• Work with clients to make limit and coverage changes
• Prequalify insurance prospects for insurability and qualify of risk
• Complete applications and related documentation for submission to companies
• Market account renewals and negotiate with company underwriters
• Collect applicable down payments from clients for purchases of new and upgraded coverages
• Keep and maintain confidentiality of client records and communication
• Seek referrals from clients and follow through to help generate new business
• Coach and mentor junior members of the personal lines team

Benefits

• Competitive compensation
• Generous vacation policy, paid holidays, and paid sick time
• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Company-paid Employee Assistance Program (EAP) and Calm App subscription
• Vested 401(k) with company match and financial wellness programs
• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
• Paid maternity leave, paid paternity leave, and fertility benefits
• Career growth and learning opportunities