Personal Lines Account Manager

1 week ago


Columbus, Ohio, United States Shepherd Insurance Full time
Purpose:

This is an exciting opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity at Soller Insurance Agency, a Shepherd Insurance Partner, as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines.

Responsibilities:
  • Provide positive, prompt, and accurate service to clients.
  • Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
  • Assist advisors and cross-selling and account rounding.
  • Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Perform other related duties as assigned.
Requirements:
  • At least two (2) years' experience in similar position is desirable.
  • Required state licensing certification.
Education:
  • High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
  • Strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.
  • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.


  • Columbus, Ohio, United States Shepherd Insurance Full time

    About the RoleWe are seeking a highly skilled Personal Lines Account Manager to join our team at Shepherd Insurance. As a key member of our team, you will play a vital role in delivering exceptional customer service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to their inquiries and resolving...


  • Columbus, Ohio, United States Shepherd Insurance Full time

    PurposeThis is an exciting opportunity to work with a growing organization that values its family culture. As a Personal Lines Account Manager at Shepherd Insurance, you will be part of a team that has delivered risk management solutions since 1977. With a wide range of insurance and financial products, we are one of the largest independent agencies in the...


  • Columbus, Ohio, United States Acrisure LLC Full time

    About the RoleThe Account Manager I is responsible for serving as the primary point of contact for existing and potential customers in the Personal Lines Digital Service Insurance division.Key ResponsibilitiesServe as the primary point of contact for existing and potential customers.Support the development of relationships with clients and learn client...


  • Columbus, Ohio, United States AssuredPartners Full time

    Job Title: Account Executive, Personal LinesJob Summary:We are seeking an experienced Account Executive to join our Personal Lines team. The successful candidate will be responsible for managing client relationships, developing and implementing risk management strategies, and driving business growth.Key Responsibilities:Manage client relationships and...


  • Columbus, Ohio, United States APR Full time

    Job Title: Commercial Lines Account ManagerAPR is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our organization, you will be responsible for managing a diverse portfolio of commercial insurance accounts, ensuring high levels of customer satisfaction and nurturing relationships with our clients.Key...


  • Columbus, Ohio, United States AssuredPartners Full time

    OverviewAs a leading insurance broker, AssuredPartners is seeking a highly skilled Account Executive to join our Commercial Lines department. This role offers a unique opportunity to work with a dynamic team, delivering exceptional risk management solutions to our growing client base.Key ResponsibilitiesPartner with our sales team to lead day-to-day...


  • Columbus, Ohio, United States Jobot Full time

    Job OverviewWe are seeking an experienced Account Manager to support our Client Service Advisors and Commercial Lines Team. This role involves managing an established book of commercial lines insurance accounts, providing exceptional customer service, and cultivating relationships with clients to ensure their satisfaction and retention.Key...


  • Columbus, Ohio, United States TAYLOR & ASSOCIATES INSURANCE LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Lines Insurance Customer Service Representative to join our team at Taylor & Associates Insurance LLC. As a key member of our agency, you will be responsible for providing exceptional customer service to our clients, ensuring their insurance needs are met, and resolving any issues that may...


  • Columbus, Ohio, United States AssuredPartners Full time

    About This RoleWe are seeking a highly skilled and experienced Account Executive to join our Commercial Lines team at AssuredPartners. As a key member of our team, you will be responsible for delivering exceptional risk management solutions to our growing client base.Key ResponsibilitiesClient Support: Provide comprehensive client support and act as the main...


  • Columbus, Ohio, United States APR Full time

    Job DescriptionJob Title: Commercial Lines Account ManagerJob Overview:The Commercial Lines Account Manager plays a critical role in our organization, APR, by managing a diverse portfolio of commercial insurance accounts. This individual is the primary contact for our clients and is responsible for nurturing these relationships by understanding their needs,...


  • Columbus, Ohio, United States gpac Full time

    Personal Lines Account ManagerWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at GPAC. As a key member of our team, you will be responsible for managing a portfolio of personal lines insurance accounts, providing exceptional service to clients, and building strong relationships through regular communication.Key...

  • Account Executive

    5 days ago


    Columbus, Ohio, United States AssuredPartners Full time

    Job SummaryWe are seeking an experienced Account Executive to join our Commercial Lines department. As an Account Executive, you will be responsible for delivering exceptional risk management solutions to our growing client base. You will partner with our sales team and work independently on sales opportunities to lead day-to-day management of current...


  • Columbus, Ohio, United States R&G Personal Injury Lawyers Full time

    Job SummaryR&G Personal Injury Lawyers is seeking a highly skilled and compassionate Case Manager to join our team. As a Case Manager, you will be responsible for preparing cases for settlement and providing exceptional customer service to our clients.Key ResponsibilitiesInitial Intake and Communication: Conduct initial intake with clients, gather necessary...


  • Columbus, Ohio, United States Matic Full time

    Job OverviewRole SignificanceThe Insurance Sales Representative position serves as a crucial entry point to becoming a Licensed Insurance Agent through a comprehensive personal lines licensing program. No prior license is necessary; Matic will provide all necessary training and licensing. As an Insurance Agent, your primary responsibility will be to drive...


  • Columbus, Ohio, United States Gallin Associates Full time

    Gallin Associates is seeking a Personal Lines Account Manager to drive growth and retention in our expanding book of business. As a key member of our team, you will be responsible for delivering exceptional client service, developing a deep understanding of our clients' needs, and working closely with producers to achieve business objectives. Key...


  • Columbus, Ohio, United States Matic Full time

    Job OverviewRole SignificanceThe Insurance Sales Representative position offers a structured pathway to becoming a Licensed Insurance Agent through a comprehensive personal lines licensing program. No prior license is necessary - Matic will facilitate all necessary training and licensing. This role is crucial for driving revenue and growth within the...

  • Personal Banker

    3 weeks ago


    Columbus, Ohio, United States Synovus Full time

    {"Job Title": "Personal Banker", "Job Summary": "As a Personal Banker at Synovus, you will be the front-line point of contact for retail branch customers, executing activities required to meet sales and service needs of customers and branch goals and objectives. You will operate as a multi-functional team member with the ability to process transactions,...


  • Columbus, Ohio, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerWe are seeking a dedicated and proactive Commercial Lines Account Manager to join our team at The Jonus Group.Key Responsibilities:Build Strong Client Relationships: Understand clients' business needs and provide personalized insurance solutions.Regular Communication: Assess clients' evolving insurance...


  • Columbus, Ohio, United States AssuredPartners Full time

    Overview:As experts in protecting what matters most to businesses and individuals, we're seeking a highly motivated and detail-oriented Commercial Lines Support Professional to join our team at AssuredPartners. This role will provide exceptional risk management solutions to our growing client base in the Commercial Lines department.Our ideal candidate will...

  • Personal Banker

    4 weeks ago


    Columbus, Ohio, United States Synovus Full time

    Job SummarySynovus is seeking a highly skilled and customer-focused Personal Banker to join our team. As a key member of our retail branch, you will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services to meet the needs of our customers.Key ResponsibilitiesCustomer Service: Proactively...