Now Hiring - Yates Insurance Agency - Personal Lines Account Executive in Annapolis, MD

Full description of the position

Job

Overview

We're currently looking for a friendly, motivated, and client-focused Personal Lines Account Manager to join our growing team. In this role, you'll become a trusted resource for our clients helping them navigate coverage options, answering questions, and providing the personalized service that keeps clients coming back year after year. If you enjoy building relationships, helping people feel confident and protected, and working in a supportive office where your contributions truly matter, we'd love to meet you. Come grow your career with a team that genuinely cares about its employees, its clients, and the community we proudly serve. Salary Range: $50,000.00 - $80,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities Mon-Fri Schedule Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Career Growth Opportunities Retirement Plan Hands on Training Casual Fridays Modified Summer Hours

Requirements

• Maryland Property & Casualty Insurance License
• Prior Personal Lines account management experience ( 2+ years preferred)
• Experience handling new business and renewals (policy servicing)
• Familiarity with agency/account systems (examples: EPIC, AMS360)

Responsibilities

• Serve as the primary point of contact for clients regarding their personal insurance needs, including home, auto, and umbrella policies.
• Provide exceptional customer service by responding promptly to inquiries, processing policy changes, and resolving issues with empathy and efficiency.
• Review existing policies to ensure clients have appropriate coverage and identify opportunities for cross-selling or upselling relevant products.
• Assist clients in the claims process, offering guidance and support through every step.
• Maintain accurate and up-to-date client records in the agency management system.
• Stay informed about new insurance products, industry trends, and state regulations to better serve clients.