Commercial Lines Account Manager

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

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.