Personal Lines Account Manager - Retention Specialist
Job Description
At DG Agency, we believe that insurance is about more than just policies; it is about providing peace of mind to our neighbors in Cincinnati. We are a team that values connection, integrity, and the genuine well-being of the people we serve. As we grow, we are looking for a dedicated Personal Lines Account Manager and Retention Specialist to join our office. You will be the steady hand our clients rely on, acting as their primary advocate and advisor. We are looking for someone who takes pride in doing things the right way, someone who listens closely, and someone who genuinely enjoys helping others navigate the complexities of insurance. You will have the space to manage your own day, build lasting rapport with our clients, and make a real difference in their lives. We invite you to be a part of a friendly environment where your expertise is valued and your contribution directly helps our community feel more secure every single day.
Benefits
- Paid Time Off (PTO)
- Work from Home
- Flexible Schedule
- Dental Insurance
- Vision Insurance
- Life Insurance
- Career Growth Opportunities
- Retirement Plan
Responsibilities
Conduct annual policy reviews to ensure clients have appropriate coverage for their evolving lives
Proactively reach out to clients before their renewals to discuss any life changes or coverage needs
Address incoming inquiries regarding billing, policy changes, or claims with patience and clarity
Analyze renewal data to identify potential retention risks and create thoughtful solutions to keep our clients protected
Maintain accurate and up-to-date documentation within our agency management system
Collaborate with the broader sales team to ensure a seamless experience for every policyholder
Requirements
Ohio Property and Casualty Insurance License
Three or more years of experience managing personal lines insurance accounts
Deep understanding of insurance policy structures and coverage nuances
Clear and professional verbal communication skills
Experience using agency management systems like Applied Epic or Vertafore
Comfort with navigating multiple digital platforms and email clients simultaneously