Manages personal insurance clients, assesses risk management needs, markets new and renewal accounts, brokers coverage, and builds strong relationships with insurer partners. The role requires insurance industry experience, state licensing, strong communication, strategic thinking, teamwork, and intermediate to advanced Excel and PowerPoint skills.
Company Overview:
B. F. Saul Insurance (BFSI) is a boutique advisory firm providing proactive, smart, and highly responsive insurance and claims advocacy services throughout the United States. With community roots in the Washington DC metropolitan area and spanning over 130 years, we help businesses and non-profits as well as families and individuals with complex needs protect their most important assets at levels customized for their risk tolerances and goals. Key industry segments include real estate, not for profit organizations, associations, and professional services.
B.F. Saul Insurance (BFSI) is an operating division of B.F. Saul Company, a large privately held business focused on the acquisition, development, and operation of commercial real estate, including hotels, office buildings and multi-family assets. Key affiliates include Saul Centers (NYSE: BFS), B. F. Saul Hospitality, Chevy Chase Trust investment advisors, and ASB Capital Management, a real estate investment management firm.
POSITION SUMMARY:
The Account Manager is responsible for brokering and managing clients for personal insurance. The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. An understanding of the insurance market along with building and maintaining strong relationships with our insurer partners is essential.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company’s EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
Company Core Values:
- Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
- Ethics: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
- Results: The product of consistently going above and beyond to deliver exceptional value for the team and the organization.
Job Requirements (Skills/Abilities) of the Personal Lines Account Manager:
- Work really hard – let’s not confuse effort with results
- Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
- Be growth oriented – want to be part of a growing business
- Impact the business – deliver unexpected client results; take personal accountability
- Intellectual curiosity – willingness to learn
- Initiative – find practical solutions for our clients
- Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
- Operates with uncertainty – open to new experiences as a means of self-improvement
- Teamwork – work well with others, proactively share information with colleagues
- Professional manner – high standard of performance and integrity
- Think strategically – make thoughtful decisions
- Communication – listens well; concise and articulate in speech and writing
Requirements of the Personal Lines Account Manager:
- 3+ years of relevant insurance industry experience
- Bachelor's Degree preferred or combination of education and experience or commensurate work-related experience
- Appropriate state licensing required
- Insurance industry designations are preferred
- Intermediate to advanced level of experience with Excel and PowerPoint
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of B. F. Saul Insurance’s total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, commission incentives and more.
B. F. Saul Insurance is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
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