Personal Lines Account Manager

Founded in 2000, Tave Risk Management has grown into a highly respected insurance brokerage firm offering unparalleled, individualized customer service for the complex needs of our clients. We service large national accounts, small commercial accounts, large not-for-profits, and private clients. We partner with our clients in their daily risk management and offer solutions that impact the needs of their business.

Tave Risk Management is seeking a Personal Lines Account Manager to join our team. Tave offers a generous compensation package, including a competitive salary, bonus potential, medical and dental insurance, and a 401(k) with a company contribution and profit-sharing plan.

This is an excellent opportunity to learn and grow in the insurance industry. Attention-to-detail, excellent organizational skills, and timeliness are must-haves.

Responsibilities:

  • Responsible for overall retention of accounts in assigned book of business
  • Generate expanded revenue via cross sell and/or upsell
  • Review, document, and process all carrier requests
  • Answer all client questions related to their coverage or policy status
  • Process certificates of insurance and evidences of property
  • Prepare renewals of insurance and ensure all deadlines are met
  • Receive, document, and process all insured requests for service (changes, auto ID, quotes, etc.)
  • Develop relationships via client referrals or other referral sources.
  • Ensure the achievement of superior client service per Tave RM expectations.
  • Any other tasks or projects as assigned

What YOU Offer

  • Bachelor's Degree
  • 1-3 years of experience working in an office environment
  • 3-5 years of experience working within a Personal Lines/High Net-Worth role preferred
  • Strong customer service and organization skills
  • Active Property & Casualty Insurance License

What WE Offer

  • Competitive pay and PTO
  • Great benefits (Medical, Dental, Vision, Life, Disability, etc.)
  • 401(k)
  • Free Office Gym
  • Great location right above Ogilvie Transportation Center
  • Professional Development

Apply Now