A bit about us :

We are a large, vibrant, and actively growing agent located outside of Boston, in Needham, MA, convenient to major routes.

Why join us?

What is in it for you?

A company with a strong brand, high conversion and retention rate.

Competitive pay with an attractive draw plus commission;

Flexible work opportunities for work / life balance

Work From Home Options Available

• BCBS Medical and Dental;
• 100% Company Paid Life Insurance;
• 100% Company paid Short Term Disability and Long Term Disability;
• 401(k) with a generous company match;

Generous time off and holiday schedule.

Job Details

Managing a book of our high profile clients, you will be responsible for :

Servicing all aspects of our clients personal insurance needs, usually in partnership with an Account Executive or Producer, from renewal preparation and marketing to policy administration

Gathering accurate information from clients and preparing applications for submission to the insurance companies

Developing proposals and insurance summaries based on an evaluation of the clients coverage needs

Supporting and processing new business, renewals, endorsements, cancellations, and rewrites

Explaining insurance policies and coverages, suggesting coverage enhancements, and resolving general customer inquiries

Maintaining electronic client account records and adhering to agency procedures and workflows

This role will evolve into a full management role.

Requirements

Exceptional aptitude for customer service and nurturing long term relationships

Highly accountable, resourceful, and flexible

Proven hands-on experience with an in-depth understanding of Personal Lines Coverages

Superior presentation skills and ability to understand one's audiences

Demonstrated critical thinking skills; collecting information, asking thoughtful questions and analyzing possible solutions

Effective time management, organizational, and intercommunication skills with outstanding attention to detail

Minimum of 3 years of insurance agency experience in an Account Manager role

Proficiency with Microsoft Office Suite and Agency Management technology, preferably TAM

Familiarity with High Net Worth clientele and clients located in coastal markets a plus

Ability to follow agency procedures and workflows with minimal supervision

Thrives in a fast-paced, professional, team environment