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Personal Lines Account Manager

4 months ago

Bethlehem, Pennsylvania, United States Alera Group Full time

Webber and Grinnell Insurance, an Alera Group Company is seeking a Personal Lines Account Manager to join our Holyoke, MA Property & Casualty team

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization

Webber & Grinnell Insurance is a client-focused, independent insurance agency. For over 150 years, we have provided insurance protection for thousands of individuals and businesses throughout New England through two office locations-Northampton, MA, and Holyoke, MA. Due to the stability, professionalism, and competitiveness of our staff, we are one of the largest agencies in Western Massachusetts.

The Personal Lines Account Manager is responsible for servicing a designated segment of Personal Lines accounts (auto, homeowners, excess lines). Our goal is to provide personalized assistance to all clients. The Personal Lines department stresses the importance of teamwork, working collaboratively to provide exceptional customer service to all our clients with courtesy and professionalism.

This position will be located in the Holyoke office.

Customer Service

Servicing any Personal Lines client as needed with respect to calls, emails, faxes, mail, office visits.

New Business

Will write new Personal Lines policies for existing and new clients as needed. This includes quoting, application preparation, completion of RTAs and binders if needed, policy issuance, and posting of down payments.

Policy Change Requests

Will discuss and advise policy change requests with client and set up for processing by the Personal Lines Processor. Account Manager to process as needed.

Account Rounding

Will ask current clients for the opportunity to quote other lines of insurance for them and will complete the new business process if successful.

Data Entry/File Maintenance

Will document all activity on account in agency management system. This will include phone and in-person conversations with client, conversations with a company representative, and action taken on a mail item. Will scan and attach all paper and email correspondence to client file. Will also set up new policies, create suspense notes, and create policy change requests. Will renew surplus lines policies which do not download and update policy information.

Retention

Reviewing renewal policies, making suggestions to clients, and remarketing if necessary to retain the business.

Claims

Will guide clients with the claims reporting process and will be available to assist with client questions throughout the claim which may include calls/emails to company claim reps., or adjusters.

Electronic Mailboxes

Addressing / responding to mail of team in shared electronic mailbox so as to remain current in workload. Forwarding mail that has been agreed upon to Personal Lines Processors to handle.

Teamwork

Assisting Personal Lines account managers with clients and workload as needed.

Education and Experience
  • At least 1 year of Personal Lines insurance experience, preferred.
  • High School diploma is required.
  • Prior Customer Service experience required.
  • Knowledgeable in Microsoft Office Suite.
  • Exceptional organizational skills required.
  • Ability to multitask in a faced paced office.
  • Emphasis on Teamwork.

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.