Personal Lines Account Manager
Red Clover · Baltimore, MD · Yesterday
On-siteBusiness Development$70k–$80k/yrFull-time
Department: AdminLocation: Baltimore City, MDCompensation: $70,000 - $80,000 / year Description About Us We are a trusted leader in delivering high-quality insurance protection for thousands of individuals and families across our region. Our enduring commitment to excellence in both coverage and personal service sets us apart in the industry. At the heart of our success is a simple belief: our clients deserve the very best. This dedication to quality and care continues to drive more people every day to experience the unique value and peace of mind that only our company can provide. About the Role As an Account Manager, you will play a pivotal role in building and sustaining long-term relationships with a dedicated portfolio of clients. Serving as the primary point of contact, you will act as the bridge between clients and internal teams to ensure the seamless delivery of services that align with both client expectations and organizational goals. Your success in this role will be driven by your ability to proactively manage client relationships, coordinate cross-functional efforts, and identify opportunities to drive growth and enhance client satisfaction. About the Candidate We are looking for a client-focused professional with experience in insurance account management or a related role. Skilled in building strong relationships, the ideal candidate excels at managing client portfolios, resolving issues efficiently, and identifying growth opportunities. Their communication and organizational skills enable them to manage multiple priorities with ease, and they are confident in working with internal teams and external partners to deliver excellent service. The candidate will be knowledgeable about insurance products and compliance standards, comfortable using CRM systems, and driven to exceed client expectations. You take initiative, stay proactive, and bring a solutions-oriented mindset to every interaction. Key Responsibilities Serve as the primary point of contact for a portfolio of clients, providing ongoing support and guidance to ensure satisfaction and retention.Manage all aspects of client insurance policies, including new business onboarding, renewals, endorsements, cancellations, and mid-term adjustments.Ensure all client interactions, documents, and transactions adhere to industry regulations and company policies, maintaining accurate records in CRM systems.Assist clients with initiating and navigating the claims process, acting as an advocate to ensure fair and timely resolution.Identify opportunities to expand coverage or offer additional products and services that add value for clients and support revenue growth.Collaborate with underwriting, claims, and support teams to ensure timely and accurate service delivery, resolving client issues efficiently.Monitor account performance, prepare reports, and provide insights to clients and internal stakeholders to support strategic planning and decision-making. Skills, Knowledge and Expertise Solid understanding of insurance products (e.g., personal and commercial)Knowledge of the end-to-end policy lifecycle: quoting, binding, servicing, renewing, and claims supportExperience handling a portfolio of clients or managing policy lifecyclesStrong written and verbal communication for interacting with clients, insurers, and internal teamsPrevious experience in an insurance account management, underwriting, sales support, or customer service roleAbility to build rapport, manage expectations, and retain long-term clientsCore Competencies Customer Focus - Building strong customer relationships and delivering customer-centric solutions Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organization goals Benefits and Perks Medical, dental, and vision coverage with consistently low premiums 401(k) retirement plan and pension Short-term and long-term disability and life insurance Holiday and generous year-end bonuses Annual performance-based salary increases and cost-of-living adjustments Supportive workplace with long-tenured employees and low turnover