Personal Lines Associate Account Manager

Position Summary

This position supports the Account Executive with responsibilities related to client management and retention.

Responsibilities

• Assist insurance producers in servicing client needs
• Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
• Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
• Handle renewals, service requests, claims, billing and new policies
• Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
• Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Qualifications

• Bachelor’s degree or equivalent work experience, preferred
• Two years minimum Personal Lines account management or support experience required
• Property & Casualty License required, or agreement to obtain within 3-6 months of employment
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied/Epic or similar agency management software experience, preferred.
• Able to work independently and enjoy a high degree of interaction with team members.
• Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
• Ability to maintain a professional demeanor and positive attitude

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Columbia, MD 21046: Reliably commute or planning to relocate before starting work (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: One location