Commercial Lines Account Manager

Job Details

About Us:

Partner Insurance is a quickly growing independent Erie Insurance Agency in Fairfax, VA est. in 2019. We are focused on selling and servicing Commercial Property & Casualty Insurance in the DMV and looking for qualified CL Account Managers who want a boutique style culture with potential for growth. We have a broad range of accounts we service from small BOP policies to Captive Accounts and are licensed in (24) states.

Position:

We are looking for a customer-oriented Commercial Lines Account Manager to manage middle-market level accounts and report directly to our VP, Dawn Myers. An ideal candidate is someone who is service oriented and enjoys building relationships and rapport with clients.

Responsibilities:

• Manage Client Accounts via Phone and Email
• Attend Renewal & Mid-Term Review meetings as needed
• Process Policy Endorsements
• File Claims with Carriers
• Create Applied Epic activities of customer interactions and file related e-mails
• Advise clients on related COI Inquiries (our Service Dept. manages actual processing of Cert's)
• Create Proposals, Coverage Summaries & Mid-Term Reviews
• Provide Zywave Risk Mgmt. resources to clients

Requirements:

• P&C Insurance License in VA, MD & DC
• Applied Epic (ideal, not req.)
• 3-5 years Experience
• Microsoft Office
• Adobe
• Strong phone contact handling skills and active listening
• Customer orientation and ability to adapt/respond to needs
• Excellent communication skills
• Ability to multi-task, prioritize, and manage time effectively

Benefits:

• Generous PTO
• Employer Paid Health Insurance
• Dental, Vision
• 401K with Employer Matching
• Convenient Office Location right next to Fair Oaks Mall and I-66 access

We would like to invite you to apply now if you are considering an insurance career with many opportunities for future growth!

Partner Insurance is an equal opportunity employer, and we actively support and comply with all applicable federal, state and local laws prohibiting all forms of discrimination & harassment in employment.

 Partner Insurance Advisors

 05/25/2024

 Fairfax,VA