Strategic Partnerships Lead at Red Oak responsible for business development and ecosystem growth. Managing partnerships and driving pipeline creation in the financial services sector.
PL
Hybrid Personal Lines Account Manager
Posted 4 months ago
About the role
- Personal Lines Account Manager managing client accounts at a growth-focused national insurance services firm. Driving client insurance needs and providing exceptional service in a collaborative environment.
Responsibilities
- Market client accounts to negotiate and secure the most appropriate insurance coverage for both new and renewal business.
- Serve as the primary contact for clients, responding to inquiries, explaining coverages and premiums, and facilitating claims between clients and adjusters.
- Maintain strong carrier relationships to obtain quotes, binders, endorsements, and related documents.
- Research and resolve moderate to complex service issues, including coverage questions and billing discrepancies, in a timely manner.
- Ensure account accuracy by maintaining up-to-date policy information in the agency management system, reviewing policies/endorsements, and handling contract and certificate compliance requests.
- Stay current on industry developments, including carrier underwriting appetites and pricing trends.
Requirements
- 4 years of experience in personal lines account management.
- Active Property & Casualty license.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with a client-service mindset.
- Highly organized, detail-oriented, and adaptable in a fast-paced environment.
- Collaborative team player with a positive attitude.
- Strong problem-solving and analytical skills with a solutions-driven approach.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
- Authorized to work in the U.S. without sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs
- Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life
- Company-paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401(k) with employer match
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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