Personal Lines Account Manager

Who We Are

At Klinger Insurance Group our purpose is to help embrace teamwork and provide amazing service to all our clients. That’s why we provide an environment that focuses on openness, trust, and respect. We have received numerous awards for diversity and inclusion. We have been recognized by Insurance Business America Magazine as the Employer of Choice. Klinger Insurance Group is recognized as one of the leading and trusted independent insurance agencies and brokerage firms in Germantown, MD. The company services the Washington, D.C. metropolitan area and we are licensed in twenty-three states. Klinger Insurance Group was founded in 1993. We act as agents, advisors, administrators, and brokers. Klinger Insurance Group strives to ensure that our clients receive the most cost-effective, comprehensive coverage that addresses both present and future needs. To learn more, visit our website at www.klingerinsurancegroup.com.

Duties and Responsibilities

• Works proactively to build relationships with carrier and client contacts; may participate in meetings.
• Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, cross-selling, and providing documentation.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Prepare and send requests for proposals to relevant insurance carriers, as well as spreadsheet results as they arrive. Participate in the creation of the renewal presentation's first draft.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Drives the overall strategic vision for new and existing businesses through collaboration with the Personal Lines team.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting, and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Facilitate claims reporting between customers and carriers, ensuring accurate and complete documentation in agency records.
• Responsible for answering all billing questions from clients and insurance company personnel, with assistance from the Accounting Department as needed.
• Process FR19, SR22, and mortgagee changes.

Qualifications

• Associate, degree (or equivalent), and BA/BS or HS Diploma required.
• P&C Insurance License required.
• At least 3 years of Personal Lines experience as an Account Manager
• Highly organized with strong verbal and written communication abilities
• Ability to handle situations calmly, courteously, and professionally.
• Experience using carrier websites to market and rate new/renewal business, such as Travelers, Erie, Safeco, Nationwide, and Progressive a plus.
• Friendly and upbeat
• Ability to interact successfully with a wide range of people and function well in both a team and autonomous setting.
• Meet growth and retention initiative.
• Responsible and accountable
• Improve efficiency and workflow.
• Self-confident to make sound independent decisions.
• Ability to prioritize multiple tasks to meet deadlines.
• Customer-focused to establish and maintain effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
• Attention to detail, and decision-making abilities.
• Strong analytical and problem-solving abilities are required.
• Demonstrating to work independently is required.
• Experience with Management Systems (EPIC) is highly desired.

What We Offer

• We're proud to offer a competitive salary, and incentives commensurate with experience.
• Job stability in a growing industry.
• PTO & paid holidays
• 401(k)
• Health & wellness programs.
• Dental and Life Insurance
• Costco membership and more.