Personal Lines Account Manager

Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service.

Requirements

• Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
• Review exposures and current insurance program for assigned clients
• Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
• Work with producers with the development and decisions about plans of action and coverages for new accounts
• Provide day-today service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer
• Complete account reviews

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off
• Holidays
• Employee Assistance Program (EAP)
• Calm app subscription
• 401(k) plan
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave
• Legal plan options
• Pet insurance coverage