Relation Insurance Services

Account Manager – Personal Lines

Relation Insurance Services

full-time

Posted on:

Location Type: Office

Location: Frederick • Maryland • Virginia • United States

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Salary

💰 $44,000 - $80,000 per year

About the role

  • Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures
  • Partners in the strategic development of insurance plans tailored to client needs
  • Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate
  • Strategically manages the remarketing of renewals to ensure high account retention rates
  • Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies
  • Communicates various billing and invoicing options
  • Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs
  • Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team
  • Facilitates the prompt response from carriers and their staff in order to expedite claim settlements
  • Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed
  • Proactively communicates significant audit discrepancies to clients and determines further action
  • Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity
  • Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services
  • Recommends process improvements as needed
  • Quickly identifies and resolves complex client service issues
  • Performs other projects, duties, and tasks, as assigned.

Requirements

  • A Property and Casualty License from state of domicile is required and must be maintained
  • Preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM)
  • High School Diploma or equivalent
  • Four-year degree preferred
  • Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage is required
  • Bilingual (Spanish/English) is a plus or a must in some locations
  • Strong analytical and mathematical skills
  • Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
  • In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs
  • Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
  • Proficient skills in Microsoft Office (primarily Excel and Word)
  • Must be computer literate with the ability to learn new software applications
  • Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
  • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
Benefits
  • Competitive pay
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
  • 401K
  • Employee assistance programs
  • Paid time off
  • Paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Property and Casualty LicenseAINSCICCPCUARMaccount managementanalytical skillsmathematical skillsinsurance ratingsunderwriting procedures
Soft Skills
communication skillspresentation skillsclient serviceproblem-solvingrelationship managementprocess improvementattention to detailorganizational skillsbilingual (Spanish/English)team collaboration
Certifications
Property and Casualty LicenseAINSCICCPCUARM