Commercial Lines Account Manager
4 weeks ago
About Us:
Partner Insurance Advisors, Inc. is a rapidly growing independent insurance agency in the DMV region. We specialize in providing commercial property and casualty insurance solutions to businesses in the area.
Position:
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 is someone who is service-oriented and enjoys building relationships and rapport with clients.
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 of customer interactions 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
- Adobe
- 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, vision
- 401K with employer matching
- Convenient office location
Partner Insurance Advisors, Inc. is an equal opportunity employer and actively supports and complies with all applicable federal, state, and local laws prohibiting all forms of discrimination and harassment in employment.
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