Commercial Lines Account Manager

2 weeks ago


Quincy, Massachusetts, United States XS Brokers Insurance Agency Inc Full time
Position Overview

Role Summary

This role serves as a vital connection among Clients, Insurance Carriers, and the Agency, overseeing the daily management of an existing portfolio of accounts and their respective renewals.

Key Responsibilities

  • Address daily inquiries from clients and carriers, ensuring prompt resolution of all matters related to the portfolio.
  • Timely preparation of renewal quotes, maintaining accountability for the renewal portfolio.
  • Compile and submit necessary documentation for insurance proposals.
  • Facilitate binding requests and issue finalized insurance policies.
  • Conduct reviews and manage the processing of inspections.
  • Keep customer records updated within the agency's management systems.
  • Perform additional tasks as required.

Qualifications

  • A minimum of 3 years of experience in account management within commercial lines is preferred.
  • A High School Diploma is mandatory; a Bachelor's Degree is advantageous.

Essential Skills:

  • Effective Oral and Written Communication; Process Adherence; Reliability; In-depth Job Knowledge; Strong Organizational Skills; Attention to Detail.


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