Customer Success Manager Jobs
The Misch Group

Personal Lines Account Manager

The Misch Group

Onsite (Charlotte, North Carolina) Entry Level $45k - $65k/yr
Posted 4 weeks ago

Benefits

  • Health Insurance
  • Life Insurance
  • 401k
  • PTO
  • Dental Insurance
  • Vision Insurance

Skills

P&C License Customer Service Account Management Quoting Marketing Multi-tasking Communication Applied Systems Epic Organizational Skills Attention To Detail Microsoft Office Word Excel

About the Role

Personal Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: North Carolina

Compensation: $45,000 - $65,000 / year



Description

About Us:?

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
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The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description:

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.




Key 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



Skills, Knowledge and Expertise

  • 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)
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Desired Skills:?

  • 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.


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