Personal Lines Account Manager - Experienced Preferred (VA, MD)

Nfp•Chincoteague, VA

2d•$35,000 - $55,000•Onsite

About The Position

We seek an experienced account manager with a P&C license. We are also open to an entry-level candidate with office and customer service experience who has a strong interest in building a career in insurance and have an aptitude and drive to deliver comprehensive client servicing. Salary and title will be commensurate with experience and credentials. The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. You will prepare materials for presentations and communications and assist team members with day-to-day client servicing. At this level, you will take an active role in client meetings. While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You should be prepared to manage your own book of business. This is a full-time role based at one of our offices in Accomac, VA; Chincoteague Island, VA; or Ocean Pines, MD. Standard work hours are Monday-Friday, 8:30 a.m.-5:00 p.m. EST. An in-office presence is required to support collaboration, business learning, and our exceptional client service model. Candidates within a reasonable commuting distance must work onsite Monday through Friday. A remote option may be considered only for highly experienced, P&C-licensed professionals who live outside a regular commuting distance but remain within the EST/Mid-Atlantic region and are able to report to the office when necessary.

Requirements

Highly organized with excellent verbal and written communication skills.
Self-confident to make sound independent decisions.
Able to work overtime as necessary.
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner.
Customer focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
Intermediate level of experience in agency management system(s)
Ability to prioritize multiple tasks to meet deadlines.
Possess strong analytical and problem-solving skills.
Sharp attention to detail, decision-making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.
Typically, more than 2 years of Personal Lines experience. Recent retail brokerage or agency experience is required
EPIC agency management system or similar system experience is required
HS Diploma or equivalent is required; additional education and/or related training is preferred
A P&C Insurance License is required upon hire or able to obtain within 60 days of hire.

Nice To Haves

Experience with East Coast markets preferred
We are open to applicants with retail or hospitality office experience or related customer-facing office experience

Responsibilities

Works proactively to maintain relationships with carrier and client contacts.
Lead client meetings for accounts assigned to them.
The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.
Will have an assigned book of business.