Commercial Lines Account Manager

1 day ago


Aragüés del Puerto, Huesca, United States Partner Insurance Advisors, Inc. Full time
About Us

Partner Insurance Advisors, Inc. is a rapidly growing independent insurance agency in Fairfax, VA, established in 2019. We specialize in providing commercial property and casualty insurance solutions to businesses in the DMV region.

Job Summary

We are seeking a customer-focused Commercial Lines Account Manager to manage middle-market level accounts and report directly to our VP, Dawn Myers. The ideal candidate will have a strong service orientation, excellent communication skills, and the ability to build relationships with clients.

Key Responsibilities
  • Manage client accounts via phone and email
  • Attend renewal and mid-term review meetings as needed
  • Process policy endorsements
  • File claims with carriers
  • Create applied Epic activities and file related emails
  • Advise clients on related COI inquiries
  • Create proposals, coverage summaries, and mid-term reviews
  • Provide Zywave risk management resources to clients
Requirements
  • P&C insurance license in VA, MD, and DC
  • Applied Epic (ideal, not required)
  • 3-5 years of experience
  • Microsoft Office and Adobe proficiency
  • Strong phone contact handling skills and active listening
  • Customer orientation and ability to adapt/respond to needs
  • Excellent communication skills
  • Ability to multi-task, prioritize, and manage time effectively
Benefits
  • Generous PTO
  • Employer-paid health insurance
  • Dental and vision benefits
  • 401K with employer matching
  • Convenient office location near Fair Oaks Mall and I-66 access


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