What are the responsibilities and job description for the Personal Lines Account Manager position at Duffy Insurance Agency, Inc.?
About the Duffy Family of Insurance Agencies
Duffy Insurance is one of the fastest growing privately owned insurance agencies in Massachusetts. Founded in Lynn, MA in 1996 by the late Paul Duffy, Duffy Insurance Agency is a family insurance agency that services personal and commercial insurance customers throughout Massachusetts. We look for genuine kindness, a strong work ethic, and team players when adding to the Duffy Team. We take pride in offering a flexible customer experience that can be appreciated by both modern and more traditional customers. With a strong focus on personal relationships and community involvement, we provide personal service from our Greater Boston Area locations.
About the job:
Full Time (40 Hours per week) In-Office
The Personal Lines Customer Service Rep is responsible for;
- Preparation of automobile registration forms (RTAs)
- Binders
- Payment processing
- Processing of Policy Changes
- Maintain accurate client account and contact information on agency management system
- Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact
- Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service
- Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance
Requirements Include:
- Three years’ experience in an independent property and casualty insurance agency based in Massachusetts.
- Experience with AMS 360 is preferred
- Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook
- Attention to detail, deadlines and ability to multi-task
- MA Broker’s P&C License is Preferred
- Professional designation preferred (CIC, AAI, CISR, CRM etc.)
Compensation:
- Salary
- PTO
- 401k contribution
- Health Insurance
- Dental Insurance
- Continuing Education and Insurance professional licensing paid for by agency
Interested?
Great! We’d love to hear from you! Simply e-mail BWalsh@Duffyins.com with a copy of your resume.
