What are the responsibilities and job description for the Insurance Agency Branch Manager position at MountainOne Insurance Agency?
Job Description
As Personal Lines Account Manager & Branch Manager, you will support, train and mentor Personal Lines Account Managers while maintaining a personal book of business.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Mon-Fri Schedule
Evenings Off
Retirement Plan
Career Growth Opportunities
Hands on Training
Disability Insurance
Life Insurance
Responsibilities
1. Manage a book of personal insurance clients
2. Provide personal lines account management support in secondary capacity. This includes:
a. Addressing insureds questions and concerns regarding policies, coverages and premium payments promptly via phone, email and in person.
b. Communicate with company personnel regarding coverage, policy changes and billing questions via phone and written communication.
c. Document all communications and interactions with clients, carriers and others in computer system.
d. Initiate appropriate policy and endorsement issuance via in-house agency system and carrier websites.
e. Update and maintain accurate client data such as address, phone #s, email address, etc.
f. Generate referrals to the agency.
3. Work with staff, supervisors and management to institute and implement departmental policies and procedures. This includes:
a. Onboarding training of new employees.
b. Ensuring continued flow of the department during vacations.
4. Maintain Compliance with all related company policies, confidentiality, standardized procedures and regulations.
5. Keep office supplies and equipment stocked as needed
6. Continuing education to keep abreast of company, agency and computer updates. Training and utilization of all rating programs.
7. Any duties as assigned
Secondary Responsibilities:
1. Perform same work-related responsibilities at other company locations as required.
2. Handle premium payments via in-house to post online or mail accordingly.
3. Reconciling cash drawers.
Requirements
1. Minimum of 3 years of Insurance experience
2. Prior management experience
3. High School Diploma
4. Understanding of Insurance work methods and procedures.
5. Ability to verbally present information to clients, company and agency staff.
6. Ability to be self-motivated, provide problem solving capabilities and prioritize multiple tasks.
7. Commitment to the companys culture and established service standards.
8. Ability to deal with and show discretion in confidential matters.
9. 50% availability to work in different branch locations.
10. 25% availability to travel outside of 25-mile radius.
11. Ability to sit, drive, bend, answer phones and perform computer input.
Company Description
MountainOne Insurance Agency, Inc. is a bank-owned independent insurance agency located in Massachusetts. We represent dozens of insurance carriers and offer a wise array of Personal Lines, Commercial Lines and Surety Bond products. MountainOne Insurance Agency also has an Employee Benefits department and a team dedicated to Life Insurance and Medicare products. We utilize cutting edge technology to meet clients where they are with the simple goal to protect the things that they love the most. MountainOne is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy and related conditions, sexual orientation, or gender identity), natural origin, religion, age (40 and older), equal pay, disability or genetic information (including family medical history or genetic testing services), and retaliation for filing a charge, reasonably opposing discrimination, or participating in a discrimination lawsuit, investigation, or proceeding. (Compliant with the new VEVRAA and Section 503 rules).
