Top 12 Personal lines account manager Jobs in Hagerstown, Md

Personal Lines Account Manager
Blue Ridge Risk Partners —Hagerstown, MD
- $58,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Commercial Lines Account Manager
Bitner Henry Insurance Group —Hagerstown, MD
- $34 - $42 an hour
- Mentoring
- Senior level
- Leadership
- Paid training
- Health insurance
Commercial Account Manager
Alera Group —Frederick, MD
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Account Manager - State Farm Agent Team Member
Robert Elizalde - State Farm Agent —United States
- $41,600 - $100,000 a year
- Full-time
- Remote
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Parental leave
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Personal Lines Account Executive
Blue Ridge Risk Partners —Hagerstown, MD
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Personal Lines Account Manager
Blue Ridge Risk Partners —Hagerstown, MD
Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence,…
$58,000 - $70,000 a year
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Personal Lines Account Manager

Blue Ridge Risk Partners
Hagerstown, MD

Quick Apply

Job Details

Permanent | Full-time
$58,000 - $70,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Property & Casualty License
High school diploma or GED

Full Job Description

Job Title: Private Client Account Manager

Type: Non-Exempt; Full-Time

Department: Personal Lines

Location: Any Blue Ridge Risk Partners Office

Job Summary:

The Private Client Account Manager is responsible for overseeing a portfolio of clients through relationship building and client account development. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. The Private Client Account Manager performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency.

Essential Functions:

Manages assigned book of business and client transactional needs including sales, marketing, and service according to agency standards and procedures.
Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
Provides billing support.
Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
Processes renewals following agency procedures.
Remarkets accounts identified for renewal marketing following agency procedures.
Provides quotes to existing clients for additional lines of business as needed.
Attempts to cross sell and/or identify opportunities for additional lines of business for existing clients.
Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes, but is not limited to:
Policy issuance and endorsements, submission, and review
Payment processing and billing questions
Cancellation requests
Binders, Certificates, Evidence of Insurance, and ID Cards
Proposals, Schedules, and Summaries of Insurance
Inspection reviews and questions
Client/carrier correspondence (mail and email) and phone requests
Coverage analysis and recommendations
Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
Manages cancellation processes according to agency standards, addressing both carrier and client request as received.
Assist clients in submitting claims reports or respond to inquiries.
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of activities and other responsibilities.
Stays up to date with industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Maintains a cordial and effective relationship with clients, carriers, vendors, and other business contacts to maintain a high level of client retention and product loyalty.
Coach and mentor team members on technical, procedural and relationship skills.
Follows all agency and departmental policies and procedures.
Other job-related duties as may be assigned.

Knowledge, Skills & Abilities:

Knowledge of coverage, products, markets, rating, and underwriting procedures is essential.
Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
Team player with a strong work ethic and positive attitude.
Excellent organizational and time management skills with a proven ability to prioritize to meet deadlines and multi-task.
Fast-paced environment with a high volume of work to be completed daily.
Proficient in basic computer skills, such as Microsoft Office and agency management software.

Education and Experience:

High school diploma or equivalent is required.
Property & Casualty Agents License is required.
Minimum of two (2) years of previous with high net worth accounts.
Demonstrated overall success in overall customer service.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected characteristics.

Job Types: Full-time, Permanent

Pay: $58,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

personal lines account manager jobs in hagerstown, md

Personal Lines Account Manager

Commercial Lines Account Manager

Commercial Account Manager

Account Manager - State Farm Agent Team Member

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