Personal Lines Account Manager
3 weeks ago
Job Summary
Cabot 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, servicing and processing new business, renewals, and endorsements, and advising customers on coverage and products.
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 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 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.
- 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 personal lines campaigns.
Requirements
- Excellent communication skills and critical analysis.
- Ability to evaluate prospects to determine account acceptability.
- Highly organized to manage large books timely and accurately.
- Experience on AMS 360 platform or similar.
- 3+ years of Personal Lines experience with an agency or company preferred.
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Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full time{"h1": "Personal Lines Account Manager", "p": "As a Personal Lines Account Manager at Cabot Risk Strategies Llc, you will be responsible for managing an assigned book of business by servicing and processing all new business, renewals and endorsements, and advising customers on coverage, products and companies with a high level of customer satisfaction. ",...
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