Insurance - Personal Lines Account Manager

Montgomery, OH (Unknown)

$55K/yr – $70K/yrMid Level2+ years expFull time

Posted 4 weeks ago

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Job Summary

Own retention and book growth by servicing accounts, renewing and cross selling with carriers, while serving as the bridge between clients and insurers.

  • Client relationships: own retention, loyalty, and carrier partnerships to shield churn across renewals.
  • Bridge roles: connect clients, prospects and carriers to speed claims, coverage decisions and service delivery.

Job Description

  • Foster strong relationships with our clients to maintain a high level of client retention and product loyalty.
  • Perform the essential duties of servicing a book of business, including new and renewal marketing and placement.
  • The ability to cultivate new business with both existing and new accounts is also a critical function of this position.
  • Be the connection between the company, clients/prospects and the multiple insurance carriers represented by the company.
  • Receive claim information from clients and render advice on filing claims with their insurance provider.
  • Provide outstanding customer service and communicate with clients in a responsive, professional manner.
American Heritage Insurance Group logo

American Heritage Insurance Group

American Heritage Insurance Group is an independent property and casualty insurance agency offering personal lines insurance, commercial lines insurance for small and medium sized businesses, farm insurance, and several specialty lines. We have offices located in Cincinnati, Milford, and Springfield, Ohio.

Founded in 2001
Cincinnati, Ohio, USA
34 employees (1 in marketing)

Traffic Signals

Monthly Visitors
2.9K
Traffic Source Mix
Search
26.4%
Direct
49.7%
Referral
6%
Social
16.4%
Paid
1.3%

Headcount Trend

Current headcount: ~34

Marketing Team

Marketing Team Size
1 (3% of company)
Marketing Roles Posted (Last 30 Days)
1