Personal Insurance Account Manager 

Commercial Lines Account Manager - Remote for Florida Residents ONLY

Summary:

Established agency seeking to hire a Remote Commercial Lines Account Manager with experience working with large, complex commercial accounts.

Job Duties:

• Full Knowledge of insurance products and usages
• Ability to advise and consult with clients re: their insurance coverages.
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines.
• Service and monitor account activity.
• Call existing insured to complement or “round out” accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Commercial Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business.

Qualifications:

• 6+ Years working with large market accounts in agency or broker environment with Florida market experience.
• Active 2-20 license.
• Ability to multitask.
• Experienced with Epic agency management system strongly preferred.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DR1

Transportation Insurance Customer Service Representative (CSR)

Job Summary

A detail-oriented Transportation Insurance Customer Service Representative (CSR) is needed to provide exceptional client support, address insurance needs, maintain accurate records, and build lasting client relationships. This role focuses on transportation insurance and offers opportunities to develop expertise in a fast-paced industry. Candidates with strong customer service skills and problem-solving abilities are encouraged to apply.

Responsibilities

• Serve as the primary contact for clients regarding transportation insurance policies, inquiries, and claims.
• Deliver timely and accurate responses to client inquiries and communicate policy updates, coverage options, and renewal information.
• Assist Account Managers in maintaining complete and compliant client records.
• Process insurance applications, policy changes, cancellations, certificates of insurance, and endorsements.
• Analyze client needs to recommend proper coverage levels and policy adjustments while following company guidelines.
• Collaborate with underwriters, carriers, and internal team members to resolve customer issues.
• Maintain accurate records in CRM systems and track policy updates.
• Meet or exceed performance metrics such as response times, accuracy, and client satisfaction.
• Stay updated on industry trends, regulations, and best practices related to transportation insurance.

Qualifications/Requirements

• Education: High School Diploma or equivalent required; Bachelor’s degree in business, finance, or a related field preferred.
• Experience: At least 2 years of experience in customer service, insurance, or administrative support (experience in transportation insurance is a plus).
• Strong communication and interpersonal skills with an emphasis on professionalism and empathy.
• Excellent organizational and multitasking abilities with a focus on accuracy and meeting deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM or policy management software.
• Insurance licenses such as Property & Casualty (P&C) or the willingness to obtain within a specified timeframe.
• Ability to work both collaboratively in a team-oriented setting and independently with proactive initiative.
• Strong problem-solving capabilities with a client-focused mindset.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-RM10

Sr. Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Sr. Commercial Lines Account Manager to join a dynamic team. The ideal candidate will have a strong background in commercial lines servicing, a passion for delivering exceptional client support, and the ability to manage a diverse portfolio of accounts. Join a company that values team culture, fosters professional growth, and offers a supportive work environment.

Responsibilities

• Provide end-to-end servicing for commercial lines accounts, including quoting, policy changes, risk assessments, and handling larger certificates.
• Work with accounts in industries such as manufacturing, construction, real estate development, and generalist sectors.
• Collaborate with the commercial lines support team for certificate issuance.
• Utilize Applied EPIC software for account management and documentation.
• Quote new and renewal business to ensure client satisfaction and retention.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5+ years in commercial lines servicing.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Industry Knowledge: Familiarity with carriers such as Chubb, Dairyland, CNA, and Auto Owners is a plus.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

#LI-BH1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and client-focused Personal Lines Account Manager to join a team. As a Personal Lines Account Manager, you will manage a fresh book of business, handle standard personal lines accounts, and work collaboratively with a supportive and tight-knit team. This is an excellent opportunity for an experienced professional who is passionate about client service and eager to grow within a dynamic and education-focused organization.

Compensation Package

• Salary Range: $50,000 - $70,000 annually
• Incentives: Quarterly incentive plan based on office goals (new business and retention)
• Performance Reviews: Annual reviews for raises and performance
• Benefits: Comprehensive benefits package provided

Responsibilities

• Manage a fresh book of business, focusing on standard personal lines accounts such as home, auto, and umbrella policies
• Provide exceptional service to clients, addressing their insurance needs and inquiries
• Quote new and renewal business, with a focus on new business acquisition
• Collaborate with team members and leadership to achieve office goals for new business and retention
• Maintain accurate and up-to-date records in the Applied EPIC system

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are highly preferred
• Experience: Minimum of 2+ years in sales or service; 5+ years preferred (candidates with captive experience will be considered)
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Soft Skills:
  • Passionate about client service and team collaboration
  • Positive attitude and eagerness to learn and grow
  • Strong interpersonal and communication skills
  • Detail-oriented and organized
  • Client-focused with a commitment to delivering high-quality service

#LI-PM1

Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a dynamic and collaborative team. This fully remote position is ideal for a professional with a strong background in personal lines insurance, including high-net-worth accounts, and a proven ability to deliver exceptional client service.

Compensation Package

• Salary: $60,000 - $70,000 annually
• Commissions: 20% on new business; 10% on renewals for accounts generating over $5,000 in revenue
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage personal lines insurance policies, including standard and high-net-worth accounts.
• Handle inbound calls for new business inquiries and effectively close leads.
• Process policy renewals and ensure high client retention rates.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Collaborate with team members to meet organizational goals and maintain a positive work environment.
• Utilize EPIC and High Level software to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in personal lines insurance with a strong track record of tenure (not job-hopping).
• Technical Skills: Proficiency in EPIC and High Level software preferred.
• Geographic Requirement: Must reside in the Midwest (OH, KY, PA).
• Soft Skills: Smart, enthusiastic, team-oriented, efficient, and able to act with urgency.

Preferred Experience

• Experience working with high-net-worth clients.
• Familiarity with carriers such as Travelers, Hartford, Safeco, AmTrust, Progressive, Liberty Mutual, Cincinnati, Auto-Owners, and Western Reserve.

#LI-TR2

Personal Insurance Account Manager

Job Summary
An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.
• Proficient in working with multiple carrier systems and rating platforms.
• Active Property & Casualty license required.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-KB1

P&C Insurance Account Manager

Job Summary
An established insurance agency is seeking a skilled P&C Insurance Account Manager with dual Personal Lines and Commercial Lines servicing experience. This role requires the ability to manage a blended book of business, handle full-cycle servicing for both PL and CL accounts, provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service.

Responsibilities

• Provide A–Z servicing for both Personal Lines and Commercial Lines accounts.
• Quote new and renewal business across multiple carriers and rating systems.
• Maintain strong client relationships while providing responsive and professional service.
• Manage new and renewal submissions and ensure accuracy of policy documentation.
• Negotiate with carrier underwriters to secure competitive rates and coverage options.
• Identify opportunities for cross selling and account rounding in a service-dominant environment.
• Bind and issue policies in accordance with carrier and regulatory guidelines.

Qualifications/Requirements

• Previous experience servicing both Personal Lines and Commercial Lines accounts.
• Minimum of 1 year of Personal Lines servicing experience in an independent agency or brokerage environment.
• Strong customer service skills and the ability to communicate effectively with clients and carriers.
• Experience working with multiple carriers and rating platforms.
• Ability to work independently with strong organizational and self-management skills.
• Active Property & Casualty license required.
• Ability to manage a mixed book of both Personal Lines and Commercial Lines.
• Familiarity with standard PL coverages such as Home, Auto, Umbrella, and Watercraft (some HNW exposure is helpful but not required).

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-BJ1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is ideal for a professional with a strong background in commercial insurance who thrives in a collaborative and supportive work environment. The successful candidate will manage a portfolio of middle-market accounts, focusing on renewals and providing exceptional service to valued clients. This position offers a hybrid work schedule after a 90-day training period, allowing for a balance of in-office and remote work.

Compensation Package

• Salary Range: $50,000 - $70,000 annually (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of middle-market commercial accounts, primarily in the hospitality sector (e.g., hotels, restaurants)
• Handle the entire renewal process, including marketing renewal accounts
• Collaborate with the marketing department for new accounts
• Provide exceptional customer service and maintain strong client relationships
• Utilize Epic software for account management
• Assist with certificates of insurance as needed (supported by a third-party service)
• Ensure compliance with company policies and industry regulations

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; company supports and funds professional designations such as CIC, CISR, and CPCU
• Experience: Minimum of 3 years in a similar role preferred; candidates with strong potential and relevant experience as an assistant will also be considered
• Technical Skills: Proficiency in Epic software is preferred
• Soft Skills:
  • Strong interpersonal and communication skills
  • Ability to work collaboratively in a team-oriented environment
  • Detail-oriented with excellent organizational skills
  • Adaptable and able to learn quickly
  • Professional yet approachable demeanor

#LI-SL1

High Net Worth Account Executive

Job Summary

Seeking a highly skilled and experienced High Net Worth Account Executive to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.

Compensation Package

• Salary Range: $85,000 - $125,000 per year
• Benefits: Comprehensive benefits package offered

Responsibilities

• Provide high-level servicing to high net worth clients, ensuring their needs are met with professionalism and efficiency
• Support producers in managing and retaining client accounts
• Market new and renewal business, ensuring competitive and comprehensive coverage options
• Collaborate with Account Managers to deliver exceptional client experiences
• Utilize AMS360 software to manage accounts and streamline processes
• Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 7 years of experience in high net worth account management
• Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure
• Expertise: Strong knowledge of high net worth insurance products and services
• Location: Must be within a 2-2.5 hour drive of Bethesda and willing to attend monthly in-office meetings
• Other Skills: Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment

#LI-KD1