Be an early applicantLess than 25 applicants

Company

AssuredPartners · 20 hours ago

Senior Personal Lines Account Manager

United States

Full-time

Remote

Mid, Senior Level

$60K/yr - $70K/yr

4+ years exp

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Hiring Manager

Sarah P.

Insider Connection @AssuredPartners

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Responsibilities

May be first point of contact on some accounts; supports in delivering service to book of business including writing new business and designing insurance/risk management plans.

Provides renewal and proposal documents for delivery to clients.

Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.

Reviews renewals and proposes changes needed under direction and guidance of senior team members.

Support in claim review and other risk analysis tasks.

Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing.

Processes or oversees process of change requests/endorsements, binders, account summaries, proposals, policies, lost policy releases, evidence of properties, and account balance status as needed.

May be responsible for analyzing market trends and advising clients on changes to policies.

Proficient in working knowledge of renewal processes and considerations.

May be responsible for assisting Producers with marketing campaigns.

Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.

Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.

Provides mentoring and guidance to more junior team members, such as Account Coordinators.

Other duties as assigned.

Some travel may be required.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Casualty LicenseAccount service experiencePersonal lines coveragesMicrosoft Office proficiencyEPIC agency management softwareClient relationship buildingMarket trend analysisRisk analysisMentoring skills

Required

Property and Casualty License, required

Working knowledge of available personal lines coverages based on business and industry

Demonstrated problem solving and solution-design skills; strong written and verbal communication skills

Proficient at rapid prioritization and time management

Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

Proficient in use of EPIC agency management software; able to quickly learn new systems

Preferred

4-8 years of related experience and/or training preferred; experience as responsible person for all levels of account service to a particular client or set of clients

Benefits

Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days

Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options

Company match 401(k) plan – 50% up to 6%!

Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers

Opportunity to prioritize your mental health with 24/7 access to licensed therapists

Pet benefits & discounts

Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

Company

AssuredPartners

Glassdoor

3.8

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers.

Founded in 2011

Orlando, Florida, USA

10001+ employees