Personal Lines Account Manager (Trainee)

As an Account Manager you handle the ongoing service needs for clients and help our Agent Owners build long-term relationships. Serving as the clients trusted liaison for insurance needs you will help prepare, deliver and maintain the client’s custom insurance programs.

Details

Client Customer Service

• Communicate with clients and navigate their personal insurance needs
• Build and maintain strong relationships with clients, carriers, Agent Owners
• Handle client’s needs for coverages, claims, and accounting/billing

Marketing

• Prepare applications, proposals and marketing items for existing and new business
• Assist with client management system and support administrative tasks and marketing projects
• Identify opportunities to promote and enhance coverage based on the client’s needs

Administrative

• Understand complex exposures including specialty product lines
• Strong abstract reasoning ability
• Organize and prioritize workflows for assigned book(s) of business
• Provide expert professional support to our Agent Owners and help grow and retain business
• Keep EPIC system current and updated

Qualifications- Required

Willing to train the right candidate with excellent customer service, must be willing to get a Property & Casualty Insurance License within 6 months of hire

Must be willing to work in office

Requirements

Strong organization, time management skills, sense of urgency, and thoroughness

Be empathic to clients

Ability to quickly change priorities in a fast paced environment

Excellent verbal and written communication skills

Must be willing to learn technology and management systems used in insurance industry

Join a Top 100 US Insurance Agency

Founded in 1960, Robertson Ryan & Associates, Inc. offers a broad range of solutions for Business, Benefits and Personal Insurance. We serve as Trusted Advisors for more than 40,000 clients from small businesses to national accounts in all industries. With over 325 team members and 130 insurance companies we are the 58th largest privately held agency in the nation and we are 1 in only 35 Elite US Agencies recognized by Insurance Business America. Our culture is dynamic, fun and most associates have worked with RRA for over a decade. It’s an exciting time to be a part of a growing firm.

Job Type: Full-time

Pay: From $1.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Customer Service: 1 year (Preferred)

Work Location: One location

Please Note :
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