Personal Lines Account Manager
Wilmington, North Carolina, United States of America
Full Time
2 hours ago
$35,000 - $60,000 USD
No H1B
Key skills
CCollaboration
About this role
Role Overview
- Works proactively to maintain relationships with carrier and client contacts.
- Lead client meetings for accounts assigned to them.
- The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
- Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures.
- Responsible for keeping client policy records in the agency management system.
- Will have an assigned book of business.
Requirements
- Typically, more than 2 years of Personal Lines experience
- Recent retail brokerage or agency experience is required
- Experience with East Coast markets preferred
- EPIC agency management system or similar system experience is required
- HS Diploma or equivalent is required; additional education and/or related training is preferred
- A P&C Insurance License is required upon hire.
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs