Personal Lines Account Manager (Insurance)

TL;DR

Personal Lines Account Manager (Insurance): Managing client relationships and servicing insurance accounts with an accent on policy administration, documentation, and client support. Focus on maintaining accurate records in agency management systems, processing renewals, and ensuring high-quality service delivery for property and casualty insurance clients.

Location: Norwalk, OH

Company

hirify.global is a trusted partner providing insurance and risk management solutions to help businesses and their employees thrive.

What you will do

• Assist Account Executives in marketing and servicing client accounts.
• Build and maintain strong relationships with clients while addressing insurance inquiries.
• Process new and renewal policy invoices, change requests, and endorsements.
• Manage documentation including ID cards, certificates of insurance, and loss summaries.
• Update and maintain client data within the Applied/Epic system.
• Complete preliminary policy checks and coordinate with underwriters.

Requirements

• 2-3 years of insurance experience required.
• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to navigate agency management systems, specifically Applied/Epic.
• Strong organizational skills with high attention to detail.
• Excellent interpersonal skills and ability to work in a fast-paced environment.

Nice to have

• Knowledge of Adobe Acrobat.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement benefits.
• Paid time off and financial benefits.
• Robust learning and development programs.
• Commitment to diversity, equity, and inclusion.
• Reimbursement for job-related expenses.