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Personal Lines Insurance Account Specialist

2 months ago

East Providence, Rhode Island, United States Harrison Gray Search & Consulting Full time
Position Overview

Harrison Gray Search & Consulting is collaborating with a well-established insurance firm seeking a Personal Lines Account Manager. This organization boasts a long-standing history and is recognized as a premier workplace.

Role Summary:

The selected candidate will take charge of managing the complete workflow and lifecycle for a designated portfolio of clients. This role serves as the main point of contact for client relationships, ensuring comprehensive account servicing and support for both new and existing Personal Lines clients.

  • Act as the primary liaison for clients, addressing questions and offering expert advice on coverage options, risks, and exposures.
  • Work closely with team members to facilitate client transactions, including applications, quotes, renewals, and policy modifications.
  • Recognize and pursue opportunities to strengthen client relationships through additional service offerings.
  • Coordinate with colleagues to effectively manage client communications and inquiries from carriers.
  • Ensure accurate and current client records are maintained within the company’s database.
  • Utilize industry-standard software for policy management and rating processes.
  • Efficiently manage daily tasks and prioritize responsibilities.
  • Assist with financial reconciliations as necessary.
  • Provide support to team members during peak workloads or absences.

Qualifications:

  • Bachelor's degree in a relevant discipline
  • Professional insurance certifications are advantageous
  • A minimum of 3 years of experience within the insurance sector
  • Valid insurance producer license is mandatory
  • Proficiency in standard office software applications
  • Exceptional verbal and written communication skills
  • Thorough understanding of insurance products and industry language
  • Ability to adapt and manage multiple tasks effectively
  • Team-oriented with a collaborative spirit
  • Strong time management and interpersonal skills

Compensation and Benefits:

The organization provides a competitive compensation package that includes a base salary, annual bonuses, a 401(k) match, and a generous profit-sharing plan. Opportunities for participation in Quarterly Sales Contests, an attractive commission structure, and an annual Leader's Trip are also available.

  • Comprehensive health insurance coverage
  • Retirement savings options
  • Various insurance protection plans
  • Flexible spending accounts
  • Additional voluntary benefits
  • Performance-based time off policy
  • Casual work environment