Personal Lines Account Manager providing client support in business and personal insurance at an independent insurance agency. Ensuring high client retention in the Personal Lines Department with varied responsibilities.
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
Requirements
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 be able to multi-task and handle a heavy workload with minimal supervision
Effective communicator (verbal and written)
Working knowledge of Applied Systems Epic management system
Insurance designation (Preferred)
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.
Junior Key Account Manager at Fler overseeing key accounts in Italy's FMCG market. Combining commercial responsibilities with trade marketing execution to expand retail partnerships.
CPR Territory Manager responsible for promoting CPR technologies in South Germany. Collaborating with clinical and sales teams to enhance market acceptance and support implementation efforts.
Director of Partnerships at Create responsible for building and scaling partnerships across influencers and brands. Managing partnership lifecycle from sourcing to execution for growth and brand impact.
Business Banking Relationship Manager at Eastern Bank developing relationships with small businesses. Responsible for selling bank products and managing customer portfolios effectively.
Service Key Account Manager ensuring customer satisfaction and retention while managing automotive service relationships with stakeholders in Madrid. Engage key stakeholders to enhance service loyalty.
Account Manager at Ancora, helping clients with enrollment in educational programs and maintaining relationships. Managing communications with prospective students and ensuring admissions requirements are met.
Assistant Partenariats et développement for CITIA supporting media and private partnerships. Engaging in marketing operations during the Festival of Annecy.
Senior Territory Manager leading the scale‑up of women’s health products in India. Responsible for engaging stakeholders and enhancing field operations for national programs.
Key Account Manager responsible for supporting Sparkassen partners and developing real estate sales concepts across regions. Engaging in training and workshops while managing substantial travel in Lower Saxony and North Rhine - Westphalia.