Personal Lines Account Manager

1 week ago

Richmond, California, United States JAMES A SCOTT & SON INC Full time $80,000 - $120,000 per year

PERSONAL LINES ACCOUNT MANAGER

With 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia.

Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We're currently looking for a Personal Lines Account Manager to join our team in Richmond, VA. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you

PRINCIPAL OBJECTIVES OF THE POSITION

As a Personal Lines Account Manager, you will serve as the primary point of contact for our personal line clients. You will also provide education on available products/coverages and conduct renewal reviews. 

This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days from home) once training is complete.

PRINCIPAL DUTIES & RESPONSIBILITIES

  • Serve as a liaison and first point of contact for assigned clients, producer(s), and underwriters. 
  • Educate clients on available coverages + identify opportunities for additional products.
  • Conduct renewal reviews to identify remarket opportunities based on current rates and coverage needs. 
  • Contact clients when premium changes occur due to carrier changes. 
  • Document all correspondence with clients and carriers in client management system.
  • Perform other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS

  • BA/BS degree (preferred) or equivalent combination of education and work experience.
  • Active P&C license or the ability to obtain a license within 90 days of employment. 
  • A proven ability to work in a team environment and meet strict deadlines - all while providing exemplary customer service. 
  • Experience effectively managing multiple tasks and making decisions with limited oversight. 
  • Strong organization/communication skills - including the ability to develop relationships and effectively communicate with internal and external stakeholders. 
  • Proficient with Microsoft Suite (MS Office - Word, Excel, and Outlook).
  • Prior insurance experience preferred.  

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