Personal Lines Account Manager
Indexed description
Responsibilities:
- Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
- Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
- Handle billing, service and endorsement requests and process necessary paperwork associated with requests
- Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
- Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
- Maintain knowledge of all company systems and offerings
- 3+ years of experience in customer service and/or sales in the p & c insurance industry
- Strong interpersonal skills and ability to effectively communicate via phone or email
- Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
- Self-directed with good decision making and time management skills
- Proficient PC skills; knowledge of insurance software including AMS360
- Knowledge of the MA Registry forms and procedures
- MA Resident P & C license
- Compensation: $65,000-$75,000/yr.
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
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