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Insurance Agency Account Manager

2 months ago

Lakeville MA USA, United States Roger Keith Sons Ins Agency Inc Full time
Job Opportunity

Roger Keith & Sons Insurance Agency Inc. is seeking a highly skilled Commercial Lines Account Manager to join our team. As a cornerstone of our community, we pride ourselves on our excellent culture and strong team dynamic.

We're looking for a detail-oriented and driven individual who can provide outstanding customer service and build trust with our clients. As our new Commercial Lines Account Manager, you'll be responsible for managing a diverse book of clients and policies, fostering strong relationships, and responding to inquiries and problem-solving.

Key Responsibilities:

  • Manage a diverse book of Commercial lines clients and policies
  • Foster strong relationships with clients to maintain account retention
  • Respond to inquiries, problem-solve, and follow up with clients to ensure satisfaction
  • Develop insurance quotes, market renewals, and produce and present customer proposals
  • Process endorsements, issue insurance documentation, and assist customers with claims
  • Treat each client interaction as an opportunity for education and upselling

Requirements:

  • A Property & Casualty License is required, or the candidate must be willing to obtain a Property & Casualty license within 12 months after employment
  • 3-5 Years of Commercial Lines experience. Independent agency experience preferred
  • Solid computer and technical skills, AMS 360 experience a plus
  • Excellent written and verbal communication skills
  • Detail-oriented with the ability to prioritize and multitask
  • Ability to work independently
  • A team player who is self-motivated and driven to succeed

Benefits:

  • Competitive compensation based on experience
  • Commission Opportunities
  • Professional Development
  • Growth Opportunities
  • Bonus Incentives
  • Health Insurance
  • Supplemental Insurance
  • Paid Holidays
  • Paid Sick Days
  • Paid Vacation Days
  • Licensing & Continuing Education Support
  • 401k with Company Contribution & Profit Sharing
  • Paid Time Off (PTO)
  • Life Insurance
  • Disability Insurance