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Lutherville-Timonium

    Personal Line Account Manager - Timonium, United States - Chesapeake Search Partners

    Chesapeake Search Partners
    Chesapeake Search Partners Timonium, United States

    6 days ago

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    Description

    CSP's Sales, Marketing & Administrative Practice has partnered with a full-service independent insurance agency on the hiring of an additional member to join their growing team. Located in Baltimore, this individual will be aiding Sales Executives/Account Executives and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position.

    Responsibilities:


    • Provide administrative and technical support to Sales Executives/Account Executives specifically in analyzing client needs, coverage forms, and quotations


    • Schedule appointments with clients as requested and occasionally accompany Sales Executives/Account Executives on prospect and client meetings


    • Manage the application process, renewals, and invoicing of accounts


    • Prepare summaries of insurance, schedules, and proposals


    • Responsible for audit reviews of policies and policy verification


    • Assist clients with questions regarding claims, coverage, account/policy information, etc.


    • Participate in and attend meetings

    Key Qualifications:


    • College education with a minimum of 3 years insurance experience or a minimum of 7 overall business experience


    • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately


    • Property, Casualty License (procured after 90-day probationary period)


    • Knowledge of insurance products and usage's, insurance markets, insurance rating and underwriting procedures

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