Personal Lines Acct Mgr

Job Description

We are seeking a Personal Lines Account Manager to become a part of our organization! You will efficiently manage and direct new and renewal personal lines business between Producer/Team in order to maintain and nurture new and existing client relationships.

Job Duties & Responsibilities:

• Manage multiple accounts, ensuring that a high level of customer retention and satisfaction is maintained.
• Engage with multiple customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty.
• Implement strategies for retaining customers requesting to terminate or downgrade their account.
• Record changes to customer accounts, updating service packages, adding accounts, and removing accounts as needed.
• Review and maintain accuracy within client database system while managing endorsements, FR-19 requests, correspondence, invoicing and billing.
• Liaison with producer - expanding book as well as cross sell within existing book.
  
  

Qualifications:

• Previous insurance experience (Personal Lines).
• EPIC/Applied experience preferred.
• Deadline and detail oriented.
• Excellent written and verbal communication skills.
• Must have active P&C Maryland License.
• Knowledge of Microsoft Office Products.
• Fast paced and multi-tasking.
  
  

Experience:

• Personal Lines: 3 years (Preferred)
  
  

License:

• Property and Casualty License (Required)
  
  

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan
• Paid time off