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Insurance Portfolio Manager

2 months ago

New Haven, Connecticut, United States Criterion Executive Search Full time

Job Summary

Criterion Executive Search is seeking a highly motivated and customer-focused Personal Lines Account Manager to join our team. As a Personal Lines Account Manager, you will be responsible for efficiently managing a high-volume generalist book of insurance business.

Key Responsibilities

  • Manage a high-volume Personal Lines Insurance portfolio 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.

Qualifications

  • 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

Criterion Executive Search offers a competitive salary and an attractive benefits package. As part of our team, you will have access to health insurance coverage to ensure your well-being, and we value work-life balance by offering a generous paid time off (PTO) policy. To support your long-term financial security, we provide a 401K matching program for retirement savings.