Personal Lines Account Manager (Insurance)

TL;DR

Personal Lines Account Manager (Insurance): Managing and maintaining an assigned book of business for insurance clients with an accent on service delivery, renewal processes, and strategic advisory. Focus on building client relationships, conducting needs analyses, and identifying cross-sale opportunities.

Location: Hybrid (Sandusky, OH)

Company

hirify.global is a professional services firm providing risk management and insurance solutions to help business owners protect their companies.

What you will do

• Manage and maintain an assigned book of business and serve as the primary point of contact for insurance service needs.
• Collaborate with Client Executives to effectively manage the renewal process.
• Conduct needs analysis and strategic calls to advise clients on risk management.
• Facilitate client meetings through both virtual and in-person channels.
• Identify and execute cross-sale opportunities to grow the existing book of business.
• Educate clients on current industry trends, concerns, and regulatory changes.

Requirements

• Must be based in or able to work in Sandusky, OH (Hybrid)
• 3+ years of experience in account management or a consultative role.
• Prior professional experience within an agency, brokerage, or underwriting environment.
• Current Property & Casualty license is required
• Thorough knowledge of Commercial Insurance products.
• Proficiency in Microsoft Office products.

Nice to have

• Bachelor’s Degree.
• Practical knowledge of quoting processes and tools.
• Experience working with database applications.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs to support career growth.
• Reimbursement for job-related expenses per company policy.
• A corporate culture focused on diversity, equity, inclusion, and mutual respect.