Personal Lines Account Manager

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Retirement Plan

Responsibilities

• Discuss insurance needs and policy coverages with clients via phone, e-mail, written communication, and in person;
• Document all communications and interactions with clients, carriers and others in the computer system;
• Address insureds questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person;
• Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information;
• Actively conduct account reviews;
• Round and upsell client account coverage.
• Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication;
• Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.;
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures;
• Maintain compliance with all related company policies, standardized procedures and regulations;
• Continuing education to keep abreast of company, agency, and computer updates.
• Handle insureds premium payments, via in-house or internet payment methods;
• Perform same work-related responsibilities to other company locations, as required.
• Any other duties as assigned

Requirement

Minimum of 2 years of experience in the Insurance Industry;

High school diploma;

Obtain and maintain MA Property & Causality Insurance Brokers License and any other license as required by residence state;

Understanding of insurance work methods and procedures;

Ability to verbally effectively present information to clients, company and agency staff;

Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks;

Commitment to the companys culture and established service standards;

Ability to deal with and show discretion in confidential matters;

25% availability to travel outside of 25-mile radius and report to any office;

Ability to sit, drive, bend, answer the phone, and perform computer input.

Salary : $40,000 - $60,000