Personal Lines Insurance Account Manager

2 weeks ago


Silver Spring, United States Associated Insurance Management Full time $50,000 - $60,000
Job DescriptionJob Description

Job Duties & Responsibilities include:

  • Assist producers and account executives in service-related tasks and objectives
  • Consult and advise clients on their personal insurance needs
  • Collect and input data for new business & policy renewals in agency management system and insurance carrier portals
  • Identify and evaluate risks & coverages
  • Review quotes and policies for accuracy
  • Prepare marketing proposals and presentation materials
  • Prepare evidence of insurance forms
  • Send policies, endorsements, invoices, and other correspondence to clients
  • Receive and return calls and emails to clients and insurance carriers
  • Properly maintain, scan, and organize electronic files in our agency management system
  • Report any service issues or problems to supervisor
  • Complete all other work, as assigned

Qualifications include:

  • 2-3 years of Personal Lines Property & Casualty Insurance experience
  • Valid Property & Casualty insurance license
  • Proficiency using Microsoft Office
  • Experience with Applied/Epic preferred
  • Professional, friendly demeanor
  • High school diploma

Work Remotely

  • No

Job Type: Full-time

Expected hours: 36.25 per week

Benefits:

  • 401(k)
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off

 

 

Company DescriptionAssociated Insurance Management, L.L.C. is nationally ranked as one of the top 100 Property and Casualty insurance agencies in the US by Insurance Journal since 2017. We maintain long-term relationships with all major insurance carriers and brokers, allowing us to provide outstanding service, value and support for our clients' commercial and personal insurance needs. Our client relationships and trust drive our business and will always remain our #1 priority.Company DescriptionAssociated Insurance Management, L.L.C. is nationally ranked as one of the top 100 Property and Casualty insurance agencies in the US by Insurance Journal since 2017. We maintain long-term relationships with all major insurance carriers and brokers, allowing us to provide outstanding service, value and support for our clients' commercial and personal insurance needs. Our client relationships and trust drive our business and will always remain our #1 priority.

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