Senior Account Manager - Personal Lines

Job Description

Job Description

About the Role:

As 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.

Note: This role is hybrid with 3 days in office a week preferred. This schedule can be flexible.

What You'll Do:

• Serve 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 cadence

• Identifying core challenges each client faces and delivering practical solutions

• Driving client retention through deliberate, thoughtful action

• Capturing, organizing, and maintaining relationship intelligence with precision

• Maintain 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 clients

• Manage the end-to-end service workflow for our personal lines book of business

• Pursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designations

• Take on additional responsibilities as needed

Required Qualifications:

• High School Diploma or equivalent required, BA or BS degree preferred

• Experience managing a team preferred but not required

• 4-6 Years of Personal Lines Account Management experience

• Property and Casualty & Life and Health license or willing to obtain within 90 days of hire

• Experiencing working with decision makers and their staff

• Proficiency with the Microsoft Office Suite

• Experience working with Applied EPIC agency management system

• Exceptional written and verbal communication skills

• Ability to work in fast-paced production environment

Benefits:

What We Offer:

• Competitive compensation

• Flexible paid time off

• Comprehensive benefit plans including Aetna PPO medical, Guardian Dental, Vision, Life, and Disability

• Flexible Spending Accounts: HSA, Health Care FSA and Dependent Care FSA

• 401(k) with 4% company match

• Company paid Life, Short-Term Disability & Long-Term Disability Plans

• Supplemental Life and Disability plans

• Employee Assistance Program (EAP): Confidential counseling, financial, and legal resources

• Rightway: Expert healthcare navigation

• Spring Health: Comprehensive mental health and well-being solutions

• XP Health: Additional, modern vision benefits supplementing vision coverage with added frame allowances

• Time Off: Sick Leave, Family and Medical Leave, Flexible Time Off (FTO)

• Paid Holidays: Observance of all major holidays and many early office closure days

• State of the Art corporate office with fully equipped gym, kitchen, smoothie bar, outside patio and pavilion, and top of the line technology

• Catered Lunch most every Tuesday and Thursday

• Many 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 tracking

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.