Now Hiring - AssuredPartners Inc. - Insurance Insurance Account Manager - Personal Lines in Chantilly, VA

Full description of the position

The Account Manager is responsible for providing sales support at the Producer's or Account Executive's direction. This position includes assisting in selling and marketing in coordination with all Agency personnel involved in the new or existing business (this is not a direct sales role). In addition, the Account manager provides customer service by handling the day-to-day operations of clients' insurance needs. Finally, the Account Manager will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients.

Salary Range: $50,000 to $65,000

The Ideal Candidate

• You have a customer service mentality and can communicate and problem-solve for internal and external stakeholders
• Taking the initiative to get work done is just how you operate
• You are a team player and want to work with a great group of people

If this sounds like you, we invite you to keep reading and apply!

Responsibilities:

• Responds to client requests for policy changes, billing inquiries, and coverage verification. Ensures that these items are given to clients promptly.
• Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.
• Secures documentation needed to be retained by the agency, including signed applications, replacement cost estimates, rejection of coverage, and confirmation of orders.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.
• Prepares Renewal Questionnaires for clients, including follow-up on responses received.
• Reconciles accounting discrepancies. Involves the Producer when necessary. Follows up on aged trial balances.
• Secures Lost Policy Releases and follows through to policy cancellation.
• Other duties as assigned.
• Travel is expected to be 10% in this role.

Qualifications:

• Two years of related experience Personal Lines Insurance preferred
• Appropriate insurance licenses
• Applied EPIC experience preferred
• Strong organization and communication skills
• Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• In-person

Experience:

• Insurance: 2 years (Required)
• Applied Epic: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: One location