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Insurance Account Manager
2 months ago
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.