What are the responsibilities and job description for the Personal Lines Account Manager position at Lowe-Tillson Insurance & Associates, Inc?
What You’ll Love About Working Here
Celebrating over 50 years of business, Lowe-Tillson Insurance & Associates, Inc is a small, family-owned, independent agency that cares for our employees and understands the importance of work life balance. The average tenure for our employees is greater than 10 years. We are proud of our wonderful company culture and the way we work together as a team in all aspects of our business.
What We Are Seeking
We are seeking a full-time Personal Lines Account Manager who has great customer service skills, a positive attitude, thinks outside the box, and strives to become a trusted source for our clients. Customer Service is very important to our agency as we have built a strong reputation in our area. The ideal candidate will be self-motivated, have Personal Lines insurance experience, understand companies’ portal systems and have management system skills. Will consider captive agency experience.
Job Responsibilities
- Learn the $2.5M book of business from the Senior Account Manager.
- Review client policies, renewal cycles, and coverage needs to provide proactive service.
- Review renewals, assess coverage needs, and recommend policy adjustments to ensure optimal protection.
- Build rapport and relationships with our clients by providing exceptional customer service through direct, responsive communication via phone and email.
- Gather client details, obtain quotes, and present competitive coverage options.
- Assist clients with claims reporting, follow-ups and carrier communication.
- Identify and offer additional coverage to enhance client protection.
- Manage policy changes, submit requests, and confirm updates with clients.
- Update and maintain all client details in AMS360 (agency management system) to ensure the information is accurate and current.
Minimum Requirements
- High School Diploma (or Equivalent)
- License: Property & Casualty (MD)
Preferred Skills
- Bachelor’s Degree; Some College; No Degree
- Management System: AMS360 – willing to train
- Computer Skills: Adobe, DocuSign, MS Outlook, MS Teams, MS Word, Zoom, MS Excel
Benefits
- Health
- Vision
- Health Savings Account
- Paid Time Off (PTO)
- Paid Sick Time
- Paid Holidays
- Paid Vacations
- 401(k)
- Monthly Company Contribution (for additional coverage)
- Great Team Culture
- Hybrid schedule – after first 90 days of training
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Rockville, MD 20850
Salary : $50,000 - $60,000