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Personal Lines Account Manager

3 months ago

Billerica, United States Cabot Risk Strategies Full time

Personal Lines Account Manager - Billerica Office

Cabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions. As a full-service insurance brokerage and consulting firm, we provide our clients a leading property, liability and employee benefits practice delivering best-in-class solutions and services. Based in Woburn, MA, Cabot Risk Strategies is easily accessed off of 93 and 128 and employs 85+ people. Please visit our web site at:

Purpose and Description

Responsible for managing an assigned personal lines book of business by means of servicing and processing all new business, renewals and endorsements, and advising customers on coverage, products and companies with a high level of customer satisfaction.

Essential Job Functions

  1. Understanding carrier appetite and product offerings for optimal marketing and placing.
  2. Generating complete accurate quotes and applications to secure a timely and rewarding experience for new business customers.
  3. Ensure that all processing, policy issuance and servicing is executed in adherence to Agency Procedures and subject to company underwriting guidelines.
  4. Handle customer inquiries with the ability to appropriately prioritize from high level immediate needs to routine requests, with a consistent level of excellent customer service.
  5. Work with Producers in reviewing and analyzing all incoming applications and accompanying documentation; if further documentation is required will work with Customer as well as Producer to assure timely completion.
  6. Keep renewal expiration list updated and process all renewals on a timely basis.
  7. Cross sell existing accounts and upsell limits and coverages.
  8. Support overall sales and marketing initiatives including all personal lines campaigns.

Minimum Requirements

The following are required to enable the employee to perform the essential functions of the job.

  1. Skills/knowledge - Excellent communication skills, critical analysis including the ability to evaluate prospects to determine account acceptability, highly organized to manage large book timely and accurately. Experience on AMS 360 platform or similar is required.
  2. Experience/education - 3+ years of Personal Lines experience with an agency or company preferred.

Cabot Risk Strategies, LLC is an Equal Opportunity Employer.