Mavrix Insurance Services · 2 weeks ago
Account Manager, Personal Lines
United States
Full-time
Remote
Mid Level
$60K/yr - $65K/yr
3+ years expMavrix Insurance Services is a technology-powered franchise aiming to redefine the insurance industry. The Personal Lines Account Manager is responsible for managing a book of personal lines accounts, providing client service, and ensuring client satisfaction through effective communication and organizational skills.
Insurance
Hiring Manager
Matt Daulton, SPHR
Responsibilities
Client Service & Account Management
Serve as the day-to-day contact for personal lines clients, providing timely and professional service support
Manage policy renewals, coverage changes, EPIs, billing questions, and other service needs
Process endorsements, cancellations, and reinstatements accurately and promptly
Coordinate with franchise partners and carriers to resolve service issues and ensure client satisfaction
Prepare summaries and present recommendations in collaboration with franchisees
Submit applications and supplementals to carriers for quoting as needed
Identify opportunities for coverage improvements or upselling appropriate to client needs
Maintain accurate, complete client files in the agency management system (EPIC)
Ensure all documentation and servicing activity complies with agency standards and E&O best practices
Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency
Qualification
Required
High School graduate/GED required
3+ years of experience in personal lines account management
Active P&C license required
Strong knowledge of personal lines, including Auto, Home, Earthquake, Flood, and Umbrella
Proficient in MS Office, namely Outlook, Excel, and Word
Solid communication skills, both written and verbal
Organized, self-motivated, and detail-oriented
Preferred
Bachelor's degree preferred
Familiarity with agency management systems (preferably EPIC)
Benefits
Eligible to participate in an annual bonus program
Company
Mavrix Insurance Services
Mavrix exists to remove the operational and administrative load that limits scale for agents and consistent, high-quality service for insureds.
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase