What are the responsibilities and job description for the Account Services Professional position at The Agency?
Job Description:
The Agency is seeking a highly motivated and organized Personal Lines Account Manager to join our team. This individual will be responsible for managing personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction.
Responsibilities include:
- Managing a portfolio of personal insurance accounts.
- Providing prompt and professional customer service to clients.
- Assisting clients with policy inquiries, renewals, and claims.
- Analyzing client coverage needs and recommending appropriate insurance solutions.
- Processing policy changes, binding coverage, and issuing certificates of insurance.
- Maintaining strong relationships with insurance carriers and underwriters.
- Staying up to date on industry trends, regulations, and product offerings.
Requirements:
- 2 years of experience in personal lines insurance, account management, or customer service.
- High school diploma required; college degree preferred.
- Active Property & Casualty (P&C) insurance license required (or ability to obtain).
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