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Insurance Account Manager

2 months ago


Lacey Township, United States Criterion Executive Search Full time
About the Role

Criterion Executive Search is seeking a highly motivated and customer-focused Personal Lines Account Executive to join their team.

Key Responsibilities
  • Manage a high-volume generalist book of insurance business efficiently, ensuring accuracy and timeliness.
  • Cultivate client loyalty by delivering exceptional service, maintaining professional communication, and handling renewals, service requests, claims, billing, and new policies.
  • Maintain a deep understanding of market dynamics, including appetites, underwriting guidelines, and procedures.
  • Thoroughly review applications, policies, endorsements, and audits for precision, conduct comprehensive loss/claim analyses, and coordinate expiration lists for renewal business.
Requirements
  • Bachelor's degree or equivalent work experience.
  • Minimum 5 years of experience.
  • Mandatory Property & Casualty License, valid driver's license, and insurance coverage.
  • Proficiency in administrative tasks (Microsoft Office: Word, Excel, and PowerPoint) and experience with agency management software (e.g., Applied/Epic).
  • Ability to work independently and collaboratively within a team, strong multitasking, problem-solving skills, and a professional demeanor with a commitment to a positive attitude.
What We Offer
  • A competitive salary.
  • An attractive benefits package.
  • Health insurance coverage.
  • A generous paid time off (PTO) policy.
  • A 401K matching program for retirement savings.