Senior Personal Insurance Account Manager

7 days ago

Portland, United States KMA Human Resources Consulting Full time

Lotfey Dennett Insurance Brokers / Sr. Personal Insurance Account Manager / Portland, Maine



We are working with our client Lotfey Dennett in seeking a Sr. Personal Insurance Account Manager to be based in their Portland, Maine office. Hybrid schedule available.



Requirements of the Sr. Personal Insurance Account Manager:

  • 3-5 years of experience in an account management role, preferably managing private client accounts.
  • P&C license required*; advanced insurance designations preferred. *If not licensed, must be able to get licensed within 60 days, and the agency will pay for licensing.
  • Experience working with carriers such as Chubb, Cincinnati, Hanover, Berkeley One, etc. preferred.
  • Excellent written and verbal communication skills, including good judgement on means of effective communication.
  • Strong customer service orientation and ability to think creatively to solve client issues.
  • Excellent organizational skills, attention to detail, and ability to manage workload in a fast-paced environment.
  • Proficient with Microsoft Office Suite (Outlook, Excel, Word, Teams) and ability to learn and embrace new technologies.
  • Experience with EZLynx Management System or other CRM.
  • Bachelor’s degree preferred.



Benefits of the Job:

  • Annual pay in the range of $70-80k.
  • Bonus potential based on agency performance. Bonuses paid quarterly
  • Employer pays 100% of employee health and dental insurance.
  • 3 weeks of PTO.
  • 9 paid holidays, plus day off on your birthday.
  • Company events and outings.
  • Paid volunteer day.
  • Retirement with up to 4% match.
  • Disability and Life Insurance.
  • Convenient Portland location off I-295 with onsite parking.
  • Flexible, hybrid schedule available.



Responsibilities of the Sr. Personal Insurance Account Manager:

  • Work directly with personal lines clients, including private client group accounts, to provide dedicated client support and service ensuring that client and agency needs are met.
  • Manage client renewals, including reviewing coverages and carrier placement opportunities.
  • Identify opportunities to round out existing accounts to fill voids in client’s insurance portfolio.
  • Quote new business based on a strong understanding of client needs and resources.
  • Maintain client and policy information in a timely, accurate manner in EZLynx.
  • Stay up to date on products and industry trends to provide high level service and options to clients.



Lotfey Dennett is an independent, high-tech insurance agency that strives to provide a true concierge client experience. Privately owned and client focused, Lotfey Dennett represents a wide variety of insurance companies to ensure that coverage options and price points will meet client needs, and then works to review needs and update coverages as client needs change.


KMA Human Resources Consulting has been engaged to manage this search.

NO PHONE CALLS OR RECRUITERS PLEASE



Lotfey Dennett is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

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