Personal Lines Accounts Manager

3 weeks ago


Needham Heights, United States CivicMinds, Inc Full time

Key Accountabilities:

Support in developing, implementing, monitoring and continuously improving upon client service team deliverables for new and renewal business.

Utilize tools to monitor and ensure the PL's team adheres to service standards including timelines of deliverables of assigned accounts.

Analyze and resolve problems.

Servicing all aspects of our client's personal insurance needs, usually in partnership with an Account Executive or Producer, from renewal preparation and marketing to policy administration

Gathering accurate information from clients and preparing applications for submission to the insurance companies

Developing proposals and insurance summaries based on an evaluation of the client's coverage needs.

Supporting and processing new business, renewals, endorsements, cancellations, and rewrites

Explaining insurance policies and coverages, suggesting coverage enhancements, and resolving general customer inquiries

Maintaining electronic client account records and adhering to agency procedures and workflows

Requirement

Qualifications

Exceptional aptitude for customer service and nurturing long term relationships.

Highly accountable, resourceful, and flexible

Proven hands-on experience with an in-depth understanding of Personal Lines Coverages

Superior presentation skills and ability to understand one's audiences.

Demonstrated critical thinking skills, collecting information, asking thoughtful questions and analyzing possible solutions.

Preferred minimum of 1-2 years of insurance agency experience in an Account Manager role.

Proficiency with Microsoft Office Suite and Agency Management technology, preferably TAM.

Familiarity with High-Net-Worth clientele and clients located in coastal markets a plus.

Ability to have fun

Benefits

Early close on Fridays

Holidays

Flexible Schedule

Vision Insurance

Dental Insurance

Health Insurance

Life Insurance

Disability Insurance

Parental Leave

Mon-Fri Schedule

Tuition Reimbursement

Hands on Training

Career Growth Opportunities

Retirement Plan

Evenings Off

Paid Time Off (PTO)



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