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Insurance Account Manager

2 months ago

Springfield, United States FR Insurance and Benefits Full time
Job DescriptionJob Description

We are currently seeking an Account Manager responsible for providing excellent customer service to our clients. This is an exciting opportunity to join a new agency and contribute your ideas to help us grow This is a great role for tech savvy Account Managers excited to help build a business, with interest in training and development. Will have the opportunity to advance quickly and take the lead in certain areas of servicing.

Hybrid-remote schedule and would come to the office on 864 Massachusetts Ave in Arlington MA once per week.

 


Responsibilities

  • Assume daily servicing responsibility of assigned client relationships in accordance with agency standards and workflows. Servicing duties include renewals, providing summaries.
  • Inform and educate clients on their insurance needs.
  • Monitor and manage the renewal process for assigned clients.
  • Resolve billing issues and service request in a timely manner.
  • Continually seek cross-sell opportunities and suggest new lines of coverage.
  • Communicate and partner with insurance carriers to ensure we are delivering the best client experience.
  • Possess a thorough understanding of current products and services offered by the various insurance companies.
  • May be required to perform other duties as assigned, including supporting sales development and planning work that supports the business success.

 


Qualifications

  • 2 years of experience in personal lines insurance.
  • Property/casualty producer’s license required.
  • Working knowledge of rating and underwriting personal lines products.
  • Knowledge of property and casualty products and agency carriers.
  • Agency experience preferred.
  • Experience using AMS 360 or a similar management system.
  • Proven ability to provide a high level of customer service.
  • Ability to make independent decisions.
  • Motivated and enthusiastic team player
  • Some commercial experience preferred.