Personal Lines Account Manager

About Simpson|McCrady

Simpson|McCrady is an independent and growing insurance agency with over 100 years in the insurance industry providing risk management and insurance services. Our overall mission is to provide premier risk management solutions to our clients, encourage our employees’ professional and personal development, and engage and service our community.

About the Role

Simpson|McCrady is seeking an experienced Personal Lines Account Manager to join our growing team. This individual will manage a complex book of business focusing primarily on high-net-worth individuals and families. The ideal candidate is relationship-oriented, detail-focused, and passionate about delivering a high level of personalized service while helping clients protect their assets and manage risk.

Key Responsibilities

• Work effectively in a team environment to provide exceptional client service.
• Effectively manage a large and diverse book of business including renewals, cancellations, initiate claims, policy review, and other account servicing activities.
• Analyze and communicate complex insurance exposures and risk management solutions for high-net-worth clients.
• Develop and maintain strong relationships with clients. Perform annual account reviews.
• Identify opportunities for account rounding, cross-selling, and referral generation.
• Meet with clients, prospects, and carrier representatives as needed.
• Understanding of the different insurance carrier products and quoting process. Assist with marketing of new business and prepare client proposals.
• Maintain accurate client records within the Agency Management System (AMS360).
• Generate billing invoices from the various carriers.
• Respond promptly to clients and carrier requests regarding coverage, claims, or administrative problems. Refer to the producer when appropriate.
• Maintain a suspense system to track outstanding issues, correspondence, and reports.
• Adhere to agency Errors & Omissions (E&O) procedures and compliance requirements.
• Complete required continuing education courses and maintain an active Pennsylvania Property & Casualty license.
• Participate in special projects and perform additional duties as assigned.

Qualifications

• 5+ years of Personal Lines experience, preferably working with high-net-worth clients
• Active Property & Casualty license required.
• Strong knowledge of Personal Lines insurance products and risk management principles.
• Excellent written, verbal, and interpersonal communication skills.
• Exceptional client service and relationship management abilities.
• Strong organizational skills with the ability to effectively manage multiple priorities.
• Bachelor’s degree in risk management, business, marketing, communications, insurance or related field or equivalent work experience
• Proficient in Microsoft Office Products, database management, and ability to navigate and utilize agency’s management system, AMS360
• Professional Designations are a Plus

Equal Opportunity Employer

Simpson & McCrady, LLC is an At-Will, Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state or local law. Simpson & McCrady will also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.