Personal Lines Account Manager

Gaithersburg, MD
May 12, 2022
May 15, 2022
Full Time
Personal Lines Account Manager (in house sales and service)Location: Gaithersburg, MDSalary: $55,000-68,000 (Depending on experience and qualifications)Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives.Responsibilities will include:Support and service a wide range of personal lines accountsSupport agency producers with customer service related tasks.Handle incoming new business sales calls or walk-in business as neededCross-sell or account rounding as needed ensuring clients have appropriate coverageLiaison between clients, producers and insurance company representatives.Certificates, endorsements, binders, and first claimsMarketing, quoting, rating of new client business and account renewals.Requirements:Property & Casualty Insurance License RequiredExperience with auto, home, boat, and recreational policiesMinimum 3-5 years Independent Agency experienceExperience with insurance salesExperience with account rounding/ cross-sellingKnowledge of Microsoft Excel, Word and related softwareExperience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.Experience with high net worth clients is a plusAll inquiries will be kept confidential