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Personal Lines Account Manager
3 months ago
Harrison Gray Searchhas partnered with a stable insurance brokerage that is looking for a Personal Lines Account Manager in East Providence, RI. This client has been around for almost 150 years and has the reputation of being one of the Best Places to Work.
Job Summary:
This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance to new and existing Personal Lines clients.
- Serve as primary client contact, addressing inquiries and providing expert guidance on coverage, risks, and exposures.
- Collaborate with team members to manage client transactions, including applications, quotes, renewals, and policy changes.
- Identify and pursue opportunities to enhance client relationships through additional product offerings.
- Coordinate with colleagues to efficiently handle client communications and carrier inquiries.
- Maintain accurate and up-to-date client records in the company's database system.
- Utilize industry software for policy management and rating.
- Manage daily tasks and priorities effectively.
- Assist with financial reconciliations as needed.
- Provide support to other team members during peak periods or absences.
What you bring to the table:
- Bachelor's degree in a relevant field
- Professional insurance designations are a plus
- 3+ years of experience in the insurance industry
- Valid insurance producer license required
- Proficiency in common office software applications
- Excellent verbal and written communication skills
- In-depth understanding of insurance products and industry terminology
- Adaptability and strong multitasking abilities
- Collaborative team player
- Effective time management and interpersonal skills
Benefits:
Our client offers a competitive compensation package including base salary, annual bonus, 401 (k) match and generous profit-sharing plan. They also afford the opportunity to participate in Quarterly Sales Contests, attractive commission structure and annual Leader's Trip.
- Comprehensive health coverage
- Retirement savings options
- Various insurance protections
- Flexible spending accounts
- Additional voluntary benefit choices
- Performance-based time off policy
- Casual work environment
