Personal Lines/Flood Insurance Account Manager

About the Role

Key Responsibilities

• Works proactively to maintain relationships with carrier and client contacts.
• Leads client meetings for accounts assigned to them.
• Manages the renewal and marketing process from start to finish in collaboration with the Flood Practice Leader, 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.
• Servicing existing flood book of business.
• Works directly with Flood Practice Leader to initiate and implement processes for building a growing flood book of business regionally and nationally.

Requirements

• Typically, more than 3 years of client service and/or industry and product line experience required.
• Prior experience with flood underwriting requirements for NFIP, private flood markets, and excess flood carriers.
• A P&C Insurance License is required upon hire.
• High School Diploma or equivalent is required; additional education and/or related training is preferred.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook.
• Intermediate level of experience in agency management system(s).
• Ability to prioritize multiple tasks to meet deadlines.
• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Ability to work overtime as necessary.
• Ability to interact successfully with a variety of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous, and professional manner.
• Customer-focused to establish and maintain effective relationships.
• Strong analytical and problem-solving skills.
• Sharp attention to detail, decision-making skills, and problem resolution.
• Flexibility and adaptability to changing priorities, deadlines, and technology.

Nice to Have

• EPIC agency management system experience.

Qualifications

• High School Diploma or equivalent.
• A P&C Insurance License.

Benefits & Perks

• Competitive salary, PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.