Personal Lines Account Manager

B.F. Saul Company•Bethesda, MD

About The Position

B. F. Saul Insurance (BFSI) is a boutique advisory firm providing insurance and claims advocacy services throughout the United States. The Account Manager brokers and manages personal insurance clients, assesses the risk management needs of prospects and clients, and markets new and renewal accounts. The role requires an understanding of the insurance market and the ability to build and maintain strong relationships with insurer partners. BFSI is an operating division of B. F. Saul Company, a privately held business focused on commercial real estate. The company describes its core values as excellence, ethics, and results, and emphasizes continuous improvement, integrity, accountability, and delivering value.

Requirements

At least 3 years of relevant insurance industry experience.
Appropriate state licensing.
Intermediate to advanced experience with Excel and PowerPoint.
Demonstrate initiative, intellectual curiosity, and willingness to learn.
Show accountability, a strong work ethic, and a professional manner.
Be open to feedback, uncertainty, and new experiences as means of improvement.
Work well with others and communicate in a concise, articulate manner.

Nice To Haves

Bachelor's degree, or a combination of education and experience or commensurate work-related experience.
Insurance industry designations.

Responsibilities

Broker and manage personal insurance clients.
Help assess the risk management needs of prospects and clients.
Market new and renewal accounts.
Build and maintain strong relationships with insurer partners.
Seek practical solutions for clients and deliver strong client results.
Share information proactively with colleagues and work effectively as part of a team.
Make thoughtful decisions and communicate clearly in speech and writing.