What are the responsibilities and job description for the Personal Lines Account Associate position at Blue Ridge Risk Partners?
Personal Lines Account Associate
Location: Greenbelt, MD
Department: Personal Lines
About the Role
As a Personal Lines Account Associate, you’ll play a key role in supporting our Personal Lines Account Managers and ensuring a smooth experience for our clients. This position is all about accuracy, efficiency, and delivering exceptional service. If you’re detail-oriented, organized, and enjoy helping people, this is the perfect opportunity to grow your career in insurance.
What You’ll Do
- Keep things moving: Manage carrier daily activity reports and cancellations in our Agency Management System. You’ll contact clients to reinstate policies or connect them with the right team member for rewrites.
- Be the go-to resource: Assist clients with payment processing and billing questions.
- Stay ahead of renewals: Pull renewal documents from carrier sites and assign them to Account Managers.
- Handle updates: Process mortgagee changes and send Auto ID cards to clients.
- Spot opportunities: Identify account rounding possibilities and share them with the Account Manager.
- Connect with clients: Communicate via phone, email, and in person to provide outstanding service.
- Build relationships: Maintain positive connections with clients, carriers, vendors, and partners to ensure loyalty and retention.
- Stay sharp: Keep up with industry trends, new products, and technology to continuously improve your knowledge.
- Improve processes: Look for ways to enhance client service and share ideas with leadership.
- Follow best practices: Adhere to agency policies and procedures.
- Other duties as assigned.
What You Bring
- Strong interpersonal and communication skills—both written and verbal.
- Ability to work independently and deliver results.
- Detail-oriented with excellent organizational and time management skills.
- Comfortable with Microsoft Office and basic computer applications.
- Positive attitude and team-player mindset.
- Bilingual skills are a plus!
Education & Experience
- High School Diploma or equivalent required.
- Willingness to obtain a Property & Casualty Agent License within 12 months of hire.
Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, veteran status, disability, or any other legally protected status.
Job Type: Permanent
Pay: $35,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- High school or equivalent (Required)
Work Location: In person
Salary : $35,000 - $45,000