Personal Lines Account Manager
2 weeks ago
We are seeking a highly skilled Personal Lines Account Manager to join our team at Cabot Risk Strategies. As a key member of our team, you will be responsible for managing an assigned book of business, servicing and processing new business, renewals, and endorsements, and advising customers on coverage, products, and companies with a high level of customer satisfaction.
Key Responsibilities- Understand carrier appetite and product offerings for optimal marketing and placing.
- Generate complete and accurate quotes and applications to secure a timely and rewarding experience for new business customers.
- Ensure that all processing, policy issuance, and servicing are executed in adherence to Agency Procedures and subject to company underwriting guidelines.
- 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.
- Work with Producers in reviewing and analyzing all incoming applications and accompanying documentation; if further documentation is required, work with the Customer as well as the Producer to assure timely completion.
- Keep renewal expiration lists updated and process all renewals on a timely basis.
- Cross-sell existing accounts and upsell limits and coverages.
- Support overall sales and marketing initiatives, including all personal lines campaigns.
- Excellent communication skills, critical analysis, including the ability to evaluate prospects to determine account acceptability, highly organized to manage large books timely and accurately.
- Experience on AMS 360 platform or similar is required.
- 3+ years of Personal Lines experience with an agency or company preferred.
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Personal Lines Account Manager
2 weeks ago
Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full timeJob Title: Personal Lines Account ManagerWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Cabot Risk Strategies Llc. As a Personal Lines Account Manager, you will be responsible for managing an assigned book of business by means of servicing and processing all new business, renewals and endorsements, and...
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Commercial Lines Account Manager
1 week ago
Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full timeJob Title: Commercial Lines Account ManagerCabot Risk Strategies Llc is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our Commercial Lines Department, you will be responsible for servicing commercial accounts, developing new business, and processing renewals and endorsements.Key Responsibilities:Service...
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Personal Lines Insurance Representative
2 weeks ago
Woburn, Massachusetts, United States The Jacobson Group Full time{"h1": "Personal Lines Customer Service Representative", "p": "At The Jacobson Group, we are seeking a detail-oriented Personal Lines Customer Service Representative to join our small, collaborative team in Woburn, Massachusetts. This role involves managing inbound and outbound communications with agency clients and insurance carrier personnel. The...
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Insurance Account Manager
3 weeks ago
Woburn, Massachusetts, United States Cabot Risk Strategies Full timeJob Title: Personal Lines Account ManagerCabot Risk Strategies is seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our agency, you will be responsible for managing an assigned book of business, providing exceptional customer service, and driving sales growth.Key Responsibilities:Manage an assigned book of business,...
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Regional Account Manager
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Woburn, Massachusetts, United States USI Insurance Services Full timeJob Title: Personal Risk SpecialistUSI Insurance Services is seeking a highly motivated and experienced Personal Risk Specialist to join our team. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients.Key Responsibilities:Schedule appointments and visit with high net worth individuals...
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Personal Risk Specialist
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Commercial Insurance Account Executive
2 months ago
Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full timeJob OverviewPosition: Commercial Lines Account ManagerObjective and Overview:The role entails managing commercial accounts as designated by the management team. This includes handling and processing all new business, renewals, and endorsements, along with entering all accounts receivable into the agency's computer system. The position requires collaboration...
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