Personal Lines Account Manager

4 days ago


Reston, Virginia, United States Duncan Financial Group Full time
About Duncan Financial Group

We are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization in the industry, setting the standard for adding value to the lives of our clients, employees, and community stakeholders.

Job Summary:

The Personal Lines Account Manager / Team Lead is a critical role that requires a strong liaison between our clients and insurance carriers. This position is responsible for developing and maintaining professional relationships, providing outstanding customer service and sales support, and growing and maintaining a book of business. The ideal candidate will be efficient, prompt, and organized, with excellent communication and problem-solving skills.

Key Responsibilities:
  • Develop and maintain relationships with clients and insurance carriers
  • Provide exceptional customer service and sales support
  • Grow and maintain a book of business
  • Efficiently handle quoting, applications, claims, change requests, and client inquiries
  • Organize and prioritize tasks to meet deadlines
  • Collaborate with internal teams to implement new clients and support existing clients
Requirements:
  • High school diploma or equivalent; college degree desired
  • Active Pennsylvania Property & Casualty License
  • Minimum 2+ years of Personal Lines experience
  • Strong knowledge of carrier products, coverages, and underwriting guidelines
  • Excellent communication and problem-solving skills
What We Offer:
  • Competitive compensation
  • Hybrid work arrangements
  • Comprehensive benefits package
  • Opportunities for professional growth and development

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual with a passion for insurance and financial services, we encourage you to apply for this exciting opportunity.



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