Account Manager- Personal Lines

4 weeks ago

Biddeford, United States Paquin & Carroll Insurance Full time
Job DescriptionJob DescriptionDescription:

Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to accounts.

Essential Functions:

  1. Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
  2. Reviews renewals to determine if client has proper coverage. Offers and explains various company specific additional coverages.
  3. Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
  4. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
  5. Receives and reviews all terminations and cancellations to determine action to be taken, and takes needed action within 72 hours of receipt.
  6. Handles premium collection through form letters and requests cancellation of policies when necessary.
  7. Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client serviced.
  8. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
  9. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Expectation is five referrals per week.
  10. Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
  11. Performs other miscellaneous duties or special assignments as required or assigned.

Position Qualifications and Education Requirements:

  • High school graduate or equivalent.
  • Must have Property & Casualty insurance license as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
  • Must be an assertive self-starter with the ability to influence others.
  • Should have demonstrated effective presentation skills through both verbal and written communications.
  • Willingness to adapt to change and perform as a team player.
  • Excels with time management and ability to prioritize tasks.
  • Excellent customer service skills.
  • Ability to adapt to changes in priorities quickly.
  • Able to work harmoniously, professionally, cordially and effectively with others, focusing upon the attainment of agency goals and objectives through a commitment to teamwork.
  • Ability to use personal computer, calculator, agency automation system (AMS), and proficiency in various software programs, including but not limited to PL Rating, Microsoft Word and Excel.
  • Ability to read/see documents and computer screens, to communicate in person and via the telephone and use a computer and other office equipment.
  • Is dependable and conforms to punctuality and attendance standards.

Working Conditions:

  • Physical surroundings are generally pleasant and comfortable with protection from weather conditions but not necessarily from temperature changes.
  • Normally seated with freedom of movement on a regular basis.
  • Extensive operation of computers and other office equipment requiring dexterity and coordination and frequent use of hands.
  • Fast-paced multi-tasking environment.

General:

  • This job description is intended to describe the level of work required of the person performing the job.
  • Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s essential functions.
  • This description is not intended as a contract and is subject to unilateral change and revision by management.
  • Any written contractual agreements will supersede this job description.

Those holding this position must be capable of performing all duties and responsibilities, either unaided or with the assistance of a reasonable accommodation, as determined by management.

The Agency has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the agency reserves the right to change this job description and/or assign tasks for the employee to perform, as the Agency may deem appropriate.



Requirements:


  • Personal Lines Insurance Account Specialist

    1 week ago

    Biddeford, Maine, United States Rousseau Insurance Agency Full time

    Personal Lines Account ManagerOverviewAt Rousseau Insurance Agency, a family-owned enterprise, we prioritize a healthy work-life balance and foster an environment conducive to employee development and a positive workplace culture. We are in search of an individual who excels in cultivating and sustaining relationships to provide exceptional service to our...

  • Client Relations Manager

    1 week ago

    Biddeford, Maine, United States Rousseau Insurance Agency Full time

    Personal Lines Account ManagerOverviewAt Rousseau Insurance Agency, a family-owned establishment, we prioritize the significance of a balanced work-life dynamic. We are committed to fostering employee development and cultivating a positive workplace culture. We seek an individual who thrives on establishing and nurturing relationships to provide exceptional...

  • Account Executive- Personal Lines

    4 weeks ago

    Biddeford, United States Paquin & Carroll Insurance Full time

    Job DescriptionJob DescriptionDescription:Sells new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.POSITION FUNCTIONS:1. Presents proposals in a professional manner.2. Makes the sale and collects necessary deposits,...

  • Account Manager- Commercial Lines

    4 weeks ago

    Biddeford, United States Paquin & Carroll Insurance Full time

    Job DescriptionJob DescriptionDescription:Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.POSITION FUNCTIONS:Maintains a concern for timeliness and completeness when interacting with customers, agency and company...

  • Personal Insurance Client Manager

    1 week ago

    Biddeford, Maine, United States Rousseau Insurance Agency Full time

    Personal Lines Account ManagerOverviewAs a family-owned agency, we value the significance of a balanced work-life dynamic. We prioritize the development of our employees and foster a positive workplace culture. We seek an individual who excels in cultivating and sustaining relationships to provide exceptional service to our valued clients.Ideal CandidateThe...

  • Personal Support Specialist PSS

    2 months ago

    Biddeford, United States New Communities Inc Full time

    Job DescriptionJob DescriptionDescription:There has never been a better time to jumpstart your career in healthcare! New Communities offers PAID TRAINING, tuition reimbursement, and hands on direct care experience. If you are looking to work as a caregiver who makes an impact on the lives of seniors in our assisted living facility while working in a...

  • Personal Support Specialist PSS

    2 months ago

    Biddeford, United States New Communities Inc Full time

    Job DescriptionJob DescriptionDescription:There has never been a better time to jumpstart your career in healthcare! New Communities offers PAID TRAINING, tuition reimbursement, and hands on direct care experience. If you are looking to work as a caregiver who makes an impact on the lives of seniors in our assisted living facility while working in a...

  • Financial Operations Manager

    1 week ago

    Biddeford, Maine, United States Southern Maine Agency on Aging Full time

    Job DescriptionSalary: $72,000 - $80,000 DOEThe Southern Maine Agency on Aging (SMAA) is dedicated to fostering positive long-term outcomes for seniors and their caregivers. We empower older adults, individuals with disabilities, and their caregivers to reach their fullest potential by offering essential services, resources, and information. At SMAA, we...

  • Restaurant Operations Manager

    1 week ago

    Biddeford, Maine, United States Charter Foods Full time

    Position Overview: This opportunity is presented by Charter Foods. For more information, please see:Important Note: You are applying for a position with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If selected, the franchisee will be your sole employer. Franchisees are independent business owners who establish their own wage and...

  • Outside Sales

    3 months ago

    Biddeford, United States Sanel NAPA Auto Parts Full time

    Job DescriptionJob DescriptionPosition: Outside Sales RepresentativeLocation: Eliot, Biddeford, Sanford, Kennebunk Maine- In TerritorySalary: $52,000.00 + Commission Reports To: Area Manager Job Summary:Responsible for promoting the entire Sanel NAPA line of products and programs in addition to selling the store's services, increasing sales as well as...

  • Case Manager

    3 weeks ago

    Biddeford, United States Encompass Health Full time

    Hiring for PRN positions Hourly rate starting at $35.00 / hour weekdays Case Manager Career Opportunity Recognized for your abilities as a Case ManagerAre you ready for a Case Management role that brings your career closer to home and heart? Join Encompass Health, where being a Case Manager goes beyond just a job; it positions you as a vital link between...

  • Cook - Restaurant Team Member

    2 weeks ago

    Biddeford, United States Parkhurst Dining Full time

    The pay rate for this position is $19 - $21 / hour, depending on experience!  Candidates must be willing to work evening shifts during the week (Sunday through Thursday).Parkhurst Dining, part of the Eat’n Park Hospitality Group, is a family owned, family run company that provides culinary, dining and catering services to over 65 organizations and...

  • Parkhurst - Student Cook

    1 day ago

    Biddeford, United States Parkhurst Dining Full time

    Parkhurst Dining is a family-owned and operated company that provides culinary, dining and catering services to over 80 organizations and universities. We believe that food is best when made from scratch with locally sourced ingredients, prepared with heart, & served with a smile. This culinary experience is uniquely and authentically Parkhurst. If you’ve...

  • Cook - Restaurant Team Member

    2 weeks ago

    Biddeford, United States Parkhurst Dining Full time

    The pay rate for this position is $18 - $20 / hour, depending on experience! Candidates must be willing to work evening shifts during the week (Sunday through Thursday).Parkhurst Dining, part of the Eat’n Park Hospitality Group, is a family owned, family run company that provides culinary, dining and catering services to over 65 organizations and...

  • Cook - Restaurant Team Member

    6 days ago

    Biddeford, United States Parkhurst Dining Full time

    The pay rate for this position is $18 - $20 / hour, depending on experience! Candidates must be willing to work evening shifts during the week (Sunday through Thursday).Parkhurst Dining is a family-owned and operated company that provides culinary, dining and catering services to over 80 organizations and universities. We believe that food is best when made...

  • Parkhurst - Grill Cook

    1 day ago

    Biddeford, United States Parkhurst Dining Full time

    The pay rate for this position is $18 - $20 / hour, depending on experience!Parkhurst Dining is a family-owned and operated company that provides culinary, dining and catering services to over 80 organizations and universities. We believe that food is best when made from scratch with locally sourced ingredients, prepared with heart, & served with a smile....

  • Senior Wealth Management Consultant

    4 days ago

    Biddeford, Maine, United States Gpac Full time

    Financial Advisor OpportunityAre you a seasoned financial advisor eager to enhance your client base while contributing positively in a cooperative and principled setting? Your search ends here.Key Qualifications:Minimum of 4 years of experience with high-net-worth and ultra-high-net-worth clientsPossession of FINRA licenses 6, 7, 63, 66 (or 65) and Life &...

  • Senior Wealth Management Consultant

    1 week ago

    Biddeford, Maine, United States Gpac Full time

    Position Overview: Financial AdvisorAre you a seasoned financial advisor eager to create a meaningful impact while expanding your client base in a supportive and principled setting? Your search ends here.Key Qualifications:Minimum of 4 years of experience with high-net-worth and ultra-high-net-worth clientsPossession of FINRA licenses 6, 7, 63, 66 (or 65)...

  • Senior Wealth Management Consultant

    1 week ago

    Biddeford, Maine, United States Gpac Full time

    Financial Advisor OpportunityAre you a seasoned financial advisor eager to create a meaningful impact while expanding your client base in a supportive and principled setting? This role is tailored for you.Key Qualifications:Minimum of 4 years of experience with high-net-worth and ultra-high-net-worth clientsPossession of FINRA licenses 6, 7, 63, 66 (or 65)...

  • Restaurant Operations Manager

    2 days ago

    Biddeford, Maine, United States Charter Foods Full time

    Job Summary:The Restaurant Operations Manager is responsible for leading the team and establishing a positive work environment at the Taco Bell restaurant. This role involves overseeing the daily operations of the restaurant, including managing staff, customer service, and financial performance.Key Responsibilities:Team Management: Find, hire, and develop...