Personal Lines Account Manager

The Misch GroupOH
229d

About The Position

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 nationwide. Our services extend to all industries with habitational real estate being our largest segment. 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.

Requirements

  • 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
  • P&C license required

Nice To Haves

  • Insurance designation (Preferred)
  • Experience with Microsoft Office and proficiency in Word and Excel
  • Excellent organizational skills with attention to detail

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
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