Personal Lines Acct Mgr

Description

FLSA: Non-exempt

Join a Top Workplace and Make an Impact!

Diversified Insurance, a top workplace in 2023 and 2024, and a leader in innovative insurance solutions, is seeking a Personal Lines Account Manager (Personal Lines) to join our award-winning team. This role is essential in managing and directing new and renewal personal lines business between Producer/Team in order to maintain and nurture new and existing client relationships.

We believe that great companies are built by great people, and our Personal Lines Account Manager plays a key role in fostering an engaging, supportive, and high-performing work environment that reflects our core values of teamwork, integrity, positive attitude, pursuit of excellence, servant spirit, and empathy.

Position Overview: This position is responsible for managing a portfolio of personal lines clients, ensuring exceptional service delivery, accurate policy administration, and proactive engagement to maintain long-term relationships. The account manager works closely with producers to facilitate new business, renewals, and cross-selling opportunities, while maintaining compliance and operational excellence across all client interactions.

Key Responsibilities:

• Manage multiple accounts, ensuring that a high level of customer retention and satisfaction is maintained. 
• Engage with multiple customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty.
• Implement strategies for retaining customers requesting to terminate or downgrade their account.
• Record changes to customer accounts, updating service packages, adding accounts, and removing accounts as needed.
• Review and maintain accuracy within client database system while managing endorsements, FR-19 requests, correspondence, invoicing and billing.
• Liaison with producer - expanding book as well as cross sell within existing book.

Qualifications

Qualifications: 

• Previous insurance experience (Personal Lines).
• EPIC/Applied experience preferred.
• Deadline and detail oriented.
• Excellent written and verbal communication skills.
• Must have active P&C Maryland License.
• Knowledge of Microsoft Office Products.
• Fast paced and multi-tasking.

Experience:

• Personal Lines-3 years (preferred)

License:

• Property and Casualty License (required)

Who We Are

• A multi-generational, independent insurance agency, founded in 1969.
• We advise others how to best reduce uncertainty.
• We are laser focused on creating an environment where our people can become the best versions of themselves. We look for people who live our core values, knowing that they will create an enduring impact on others in their chosen roles.
• Our purpose is to protect what matters and to serve. We do so with client friendly tools, technology, and our client-first service approach.

Our Core Values

• Teamwork-We value selflessness. We put team before me.
• Integrity-We believe there should be a 1:1 relationship between promises made and promises kept - this is the foundation of personal integrity. When we keep our personal integrity intact, we know the corporate integrity is in great shape.
• Pursuit of Excellence-We believe in creating a WOW factor for our clients. Good service is hard to find, so excellence is a point of distinction. It's enough to get what you expect, so we look to deliver a bit more, especially proactively.
• Positive Attitude-A little energy goes a long way. We believe in expressing our positivity through gratitude. In fact, we think BIG - Begin in Gratitude. We are not only thankful for our blessings, but we are also thankful for our challenges. Without them, we would have little opportunity to shine.
• Serving Sprit-We are at our best when we are in service to others. It is very easy to make a promise - what is important is to keep the ones we make. When the phone rings or an e-mail is received, we know that at that moment, our clients have a priority issue and expect a prompt response.
• Empathy-We look at the world from the perspective of another, we can understand and connect at a deeper, more valuable level.

Why Join Diversified Insurance?

• Be part of a company that values its team members and invests in their success.
• Work in a highly collaborative culture that supports professional growth.
• Engage with a dynamic team dedicated to delivering excellence.
• Enjoy a competitive salary, comprehensive benefits package, and career development opportunities.
• DII takes work-life balance seriously, so we offer paid time off, a 35-hour workweek, weekends off, and the ability to choose a hybrid work schedule following a review after the first 90 days.

Benefits:

• Health, Dental, Vision insurance
• Retirement plan
• Paid time off

If you are a proactive Personal Lines Account Manager who thrives in a fast-paced environment and is passionate about both people and process, we would love to hear from you! Apply now to become a part of the Diversified Insurance team.

Diversified Insurance is an equal opportunity employer committed to creating an inclusive environment for all team members.

Salary : $50,000 - $60,000