Job Description

Personal Lines Insurance Account Manager- Bilingual in Spanish

My client, an established small insurance company based in Kensington, MD, seeks a highly motivated, Spanish speaking, detail-oriented individual to join their fast-growing team. This position will manage the company’s Personal Lines Insurance.

The role will work closely with the sales and operations team to manage existing and new business accounts and support the servicing of personal lines accounts as needed. Knowledge of personal lines insurance products and account management experience are required. Candidates must be fluent in Spanish.

Responsibilities:

• Manage a dedicated book of insurance business.
• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues.
• Lead account rounding and cross-selling efforts for assigned book of business.
• Lead client service, marketing, and renewal processes for assigned book of business.
• Support new business inquiries via quoting and booking new business opportunities.
• Support servicing of personal lines clients as needed.
• Lead renewals for assigned book of business.
• Stay up to date on carrier programs, compliance, regulation, and other relevant industry information.
• Meet or exceed customer service standards and client retention targets.
• Act as liaison between clients and insurance carriers to resolve service and claims issues.
• Troubleshoot billing and service-related issues.
• Responsible for overall retention of accounts in assigned book of business.
• Appropriately document conversations with clients and carrier representatives and update all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems.
• Prepare reports for management as required.
• Attend industry-related continuing education training and courses.

Qualifications:

• Minimum of 2 years of personal insurance experience. Commercial experience is a plus!
• Minimum of 2 years of account management or relationship management experience in insurance.
• Associate or bachelor's degree is preferred.
• Current P&C insurance license required.
• Fluent in Spanish required.
• Strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Working knowledge of Applied or other agency management system.
• Authorized to work in the US without sponsorship.
• Able to pass a background check.

Compensation is based on experience $45,000.00 - $65,000.00 per year with bonus potential. Excellent benefits including, 401(k) matching, medical, dental and vision insurance, PTO and opportunity to be hybrid.

For immediate consideration, please send your resume

**No 3rd parties or C2C**

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