Demo

Personal Lines Account Manager

Richard R. Green Insurance Agency Inc
Hampden, MA Full Time
POSTED ON 1/10/2025
AVAILABLE BEFORE 4/9/2025

Personal Lines Account Manager

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Life Insurance

Disability Insurance

Hands on Training

Retirement Plan

Tuition Reimbursement

Responsibilities

The successful candidate will be responsible for :

Client service : Providing high-quality service to clients, including addressing coverage issues, answering questions, and solving problems.

Relationship building : Developing and maintaining relationships with clients, and cross-selling products and services.

Policy management : Reviewing and changing policies as needed.

Communication : Communicating with clients in a timely and accurate manner, both verbally and in writing.

Documentation : Maintaining client files and documenting information electronically.

Renewal process : Assisting clients with the renewal process, including reviewing policies.

Policy changes : Processing policy changes, such as address changes, auto and property additions and deletions, and mortgagee changes.

Servicing of walk-in customers.

Requirement

We are looking for 3-5 years' experience and while not required, a license is preferred.

Salary : $47,000 - $53,000

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