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Personal Lines Account Manager

2 months ago


Holbrook, Massachusetts, United States Petschauer Insurance Full time
About the Role

We are seeking an experienced Personal Lines Account Manager to join our team at Petschauer Insurance. As a key member of our team, you will be responsible for managing a portfolio of clients and providing exceptional service to ensure their insurance needs are met.

Key Responsibilities
  • Market new business and determine premiums
  • Prepare and present professional proposals to clients
  • Maintain underwriting and marketing information by carrier
  • Round out existing accounts with additional lines of business and upgraded coverages
  • Advise clients of coverage gaps identified
  • Handle correspondence from clients, prospects, and companies regarding insurance coverage, claims, or administrative problems
  • Assist in development and training of other Associate Account Executives
  • Demonstrate effective and efficient use of Epic agency management system
Requirements
  • High School Diploma (or equivalent)
  • Property & Casualty (NY) license
  • Associate's Degree (preferred)
  • Experience with Epic and PL Rater management systems (will train if experience with another agency management system)
Benefits

Petschauer Insurance offers a comprehensive benefits package, including health, dental, vision, paid time off, paid holidays, flexible spending account, health savings account, commuter transit programs, company-paid short-term and long-term disability, group life, employee assistance program, paid parental leave, and 401(k) plan.

We are an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by Federal, state, or local laws.