Account Manager - Personal Lines

About Us

As a partner company in one of the largest independent brokerages in the region, Ensurise, Howard Eales has been providing high-quality insurance for half a century, delivered with exceptional customer service to the residents of Washington, D.C. Howard Eales is proud to be an independent insurance agency, built on the principles of providing superior customer service and insurance solutions. We have access to all the resources of an established, large insurance company, with all the attention to detail you’d expect from an independent, fast-moving company. At Howard Eales we believe in long-term relationships, starting with our team.

As an Ensurise company, in addition to cash compensation we provide health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching, professional growth and career progression opportunities, respectful culture and work/family life balance, supportive teammates and a rewarding work environment. This position is also bonus-eligible.

About You

Our team is the key to our success. You are looking for a role working with great team members providing exceptional customer service and you:

• Have experience with VOIP / client contact
• Have a minimum 1 year+ Personal Line Insurance Experience (2+ preferred)
• Have a minimum 2 years+ account management or relationship management experience in insurance
• Have AMS: Epic Experience (preferred)
• Have a current P&C insurance license (required)
• Spanish proficiency is a plus
• Bring a strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Are comfortable working remotely and independently
• Are authorized to work in the United States
• Have strong analytical, problem-solving, and decision-making skills
• Are known for your exceptional customer service, communication, multitasking, and organizational skills

You also have current license/certification for:

• Property and Casualty License (required)
• Life and Health License (preferred)

About the Job

We are seeking an experienced Personal Lines professional to manage and service an alpha-split. While initial training and onboarding will require some in-office time, this role is primarily independent and offers flexibility to work remotely once fully acclimated.

Duties and Responsibilities:

• Service a personal lines book of business
• Manage renewal process
• Re-Market renewals as needed
• Manage online rating and quoting
• Process change requests
• Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems.
• Prepare Evidence of Property
• Expedite billing inquiries
• Address any coverage questions with insureds
• Process cancellations and reinstatements
• Stay up to date on carrier programs, compliance, regulation and other relevant industry information.
• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues.
• Meet or exceed customer service standards and client retention targets.
• Act as liaison between clients and insurance carriers to resolve service and claims issues.
• Prepare reports for management as required.
• Attend industry-related continuing education training and courses.
• Collaborate and support colleagues as needed.
• Perform other duties and projects as assigned.

Physical Requirements and Work Environment:

This position works in a normal office environment with controlled temperature and artificial lighting conditions. Long periods of sitting. Long periods of screen use. Ability to communicate in person and over devices. Ability to work in-person with team. Must be able to perform complex tasks requiring independent knowledge and its application to non-routine situations. Must be able to manage high-emotion situations.