Senior Account Manager Personal Lines - AssuredPartners

The Personal Lines Senior Account Manager is responsible for providing comprehensive account support to a client or group of clients, with limited direction from senior team members. The Senior Account Manager has strong property and casualty product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

The Ideal Candidate

• You enjoy working autonomously with some guidance from more senior experts
• You enjoy forming relationships with clients
• You enjoy leveraging your technical knowledge to deliver excellent comprehensive customer support

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

• Client Support
  • May be first point of contact on some accounts; supports in delivering service to book of
    business including writing new business and designing insurance/risk management plans.
  • Provides renewal and proposal documents for delivery to clients.
  • Guides clients through the renewal process, which may include requesting renewal
    exposures, submitting requests to carriers based on renewal timetable.
• Account Management
  • Reviews renewals and proposes changes needed under direction and guidance of senior
    team members
  • Support in claim review and other risk analysis tasks.
  • Performs detailed analysis of accounts receivable reports to deliver information to clients,
    ensuring accounts are kept in good standing.
  • Processes or oversees process of change requests/endorsements, binders, account
    summaries, proposals, policies, lost policy releases, evidence of properties, and account
    balance status as needed.
• Insurance Expertise
  • May be responsible for analyzing market trends and advising clients on changes to
    policies.
  • Proficient in working knowledge of renewal processes and considerations.
  • May be responsible for assisting Producers with marketing campaigns.
  • Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting.
    guidelines, and coverage options.
  • Assists in the development of strong business relationships with insurance company.
    personnel to enhance business relationships.
• Leadership
  • Provides mentoring and guidance to more junior team members, such as Account
    Coordinators.
• Other duties as assigned.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    

• 4-8 years of related experience and/or training preferred; experience as responsible
  person for all levels of account service to a particular client or set of clients
• Property and Casualty License (P&C)
  Working knowledge of available personal lines coverages based on business and industry
• Demonstrated problem solving and solution-design skills; strong written and verbal
  communication skills
• Proficient at rapid prioritizing and time management
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and
  presentation software
• Proficient in use of agency management software; Epic preferred 

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!