Serve as a strategic partner to every client in our book of business, including but not limited to: Conducting consistent, well-prepared meetings on a regular cadence
Identifying core challenges each client faces and delivering practical solutions
Driving client retention through deliberate, thoughtful action
Capturing, organizing, and maintaining relationship intelligence with precision
Maintain current expertise in personal line plan structures, riders, compliance obligations, regulatory changes, and market trends.
Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.
Proactively lead the renewal process keeping clients informed throughout.
Act as an educator and resource for clients
Manage the end-to-end service workflow for our personal lines book of business
Pursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designations
Take on additional responsibilities as needed

High School Diploma or equivalent required, BA or BS degree preferred
Experience managing a team preferred but not required
4-6 Years of Personal Lines Account Management experience
Property and Casualty & Life and Health license or willing to obtain within 90 days of hire
Experiencing working with decision makers and their staff
Proficiency with the Microsoft Office Suite
Experience working with Applied EPIC agency management system
Exceptional written and verbal communication skills
Ability to work in fast-paced production environment

Competitive compensation
Flexible paid time off
Comprehensive benefit plans including Aetna PPO medical, Guardian Dental, Vision, Life, and Disability
Flexible Spending Accounts: HSA, Health Care FSA and Dependent Care FSA
401(k) with 4% company match
Company paid Life, Short-Term Disability & Long-Term Disability Plans
Supplemental Life and Disability plans
Employee Assistance Program (EAP): Confidential counseling, financial, and legal resources
Rightway: Expert healthcare navigation
Spring Health: Comprehensive mental health and well-being solutions
XP Health: Additional, modern vision benefits supplementing vision coverage with added frame allowances
Time Off: Sick Leave, Family and Medical Leave, Flexible Time Off (FTO)
Paid Holidays: Observance of all major holidays and many early office closure days
State of the Art corporate office with fully equipped gym, kitchen, smoothie bar, outside patio and pavilion, and top of the line technology
Catered Lunch most every Tuesday and Thursday
Many employee and prospect events such as the Master's Event, Thanksgiving Turkey Cook-off, Food Truck Thursdays, Employee Cook outs, Happy Hours, Cinco de Mayo lunch, St, Patrick's Day lunch.
Free Continuing Education (CE) and paid license renewals and tracking

Senior Account Manager – Personal Lines

Key skills