Senior Account Manager - Personal Lines

About the RoleAs a Senior Account Manager on our Personal Lines team, you'll be on the front lines of providing the TBG Gold Standard of service to our clients. You'll provide professional, courteous account management and brokerage services to our personal lines and high net worth clients. The Account Management (AM) role is primarily responsible for overseeing management of assigned accounts, finding solutions to address clients' specific risk profile, and working with clients through the insurance lifecycle at TBG.This role is hybrid with 3 days in office a week preferred. This schedule can be flexible.What You'll DoServe as a strategic partner to every client in our book of business, including but not limited to:Conducting consistent, well-prepared meetings on a regular cadenceIdentifying core challenges each client faces and delivering practical solutionsDriving client retention through deliberate, thoughtful actionCapturing, organizing, and maintaining relationship intelligence with precisionMaintain current expertise in personal line plan structures, riders, compliance obligations, regulatory changes, and market trends.Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.Proactively lead the renewal process keeping clients informed throughout.Act as an educator and resource for clientsManage the end-to-end service workflow for our personal lines book of businessPursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designationsTake on additional responsibilities as neededWhat We Look ForHigh School Diploma or equivalent required, BA or BS degree preferredExperience managing a team preferred but not required4-6 Years of Personal Lines Account Management experienceProperty and Casualty license or willing to obtain within 90 days of hireExperiencing working with decision makers and their staffProficiency with the Microsoft Office SuiteExperience working with Applied EPIC agency management systemExceptional written and verbal communication skillsAbility to work in fast-paced production environmentWhat We OfferCompetitive compensationFlexible paid time offComprehensive benefit plans including Aetna PPO medical, Guardian Dental, Vision, Life, and DisabilityFlexible Spending Accounts: HSA, Health Care FSA and Dependent Care FSA401(k) with 4% company matchCompany paid Life, Short-Term Disability & Long-Term Disability PlansSupplemental Life and Disability plansEmployee Assistance Program (EAP): Confidential counseling, financial, and legal resourcesRightway: Expert healthcare navigationSpring Health: Comprehensive mental health and well-being solutionsXP Health: Additional, modern vision benefits supplementing vision coverage with added frame allowancesTime Off: Sick Leave, Family and Medical Leave, Flexible Time Off (FTO)Paid Holidays: Observance of all major holidays and many early office closure daysState of the Art corporate office with fully equipped gym, kitchen, smoothie bar, outside patio and pavilion, and top of the line technologyCatered Lunch most every Tuesday and ThursdayMany employee and prospect events such as the Master's Event, Thanksgiving Turkey Cook-off, Food Truck Thursdays, Employee Cook outs, Happy Hours, Cinco de Mayo lunch, St, Patrick's Day lunch.Free Continuing Education (CE) and paid license renewals and trackingExpected salary range: $55,000 to $65,000, based on skills, experience, and location.TBG Capital Holdings, LLC, The Bulow Group, Inc. and The Bulow Group Benefits, Inc. is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.#J-18808-Ljbffr