Account Manager - Personal Lines

EnsuriseWashington, WA
Hybrid

About The Position

Ensurise is a trusted insurance and risk management firm dedicated to delivering tailored solutions and exceptional client service. We are seeking an experienced Account Manager to provide exceptional service and support for our Personal Lines clients. In this role, you will partner closely with our Producers to manage an established book of business, build strong client relationships, and deliver responsive, high-quality service through the policy lifecycle.

Requirements

  • Experience with VOIP / client contact
  • 2-3 years Personal Line Insurance Experience
  • Minimum 2 years+ account management or relationship management experience in insurance
  • AMS: Epic Experience (preferred)
  • Current P&C insurance license (required)
  • Experience managing and supporting high-net-worth clients
  • Spanish proficiency is a plus
  • Strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Comfortable working in a hybrid environment
  • Authorized to work in the United States
  • Strong analytical, problem-solving, and decision-making skills
  • Exceptional customer service, communication, multitasking, and organizational skills
  • Property and Casualty License (required)
  • Life and Health License (preferred)

Nice To Haves

  • AMS: Epic Experience
  • Spanish proficiency
  • Life and Health License

Responsibilities

  • Service a personal lines book of business
  • Manage renewal process
  • Re-Market renewals as needed
  • Manage online rating and quoting
  • Process change requests
  • Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary.
  • Ensure the accuracy of data in those systems.
  • Prepare Evidence of Property
  • Expedite billing inquiries
  • Address any coverage questions with insureds
  • Process cancellations and reinstatements
  • Stay up to date on carrier programs, compliance, regulation and other relevant industry information.
  • Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues.
  • Meet or exceed customer service standards and client retention targets.
  • Act as liaison between clients and insurance carriers to resolve service and claims issues.
  • Prepare reports for management as required.
  • Attend industry-related continuing education training and courses.
  • Collaborate and support colleagues as needed.
  • Perform other duties and projects as assigned.

Benefits

  • medical, dental, vision, life and disability insurance
  • paid time off
  • paid holidays
  • a 401(k) with company matching
  • flexible hybrid scheduling
  • continuing education support
  • professional development opportunities
  • collaborative culture that values work-life balance
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