Personal Lines Account Manager

4 weeks ago


Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full time
Job Description

At Cabot Risk Strategies Llc, we are seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our team, you will be responsible for managing an assigned book of business by servicing and processing all new business, renewals, and endorsements, while advising customers on coverage, products, and companies with a high level of customer satisfaction.

Key Responsibilities:

  1. Understanding carrier appetite and product offerings for optimal marketing and placing.
  2. Generating complete and accurate quotes and applications to secure a timely and rewarding experience for new business customers.
  3. Ensure that all processing, policy issuance, and servicing are executed in adherence to Agency Procedures and subject to company underwriting guidelines.
  4. Handle customer inquiries with the ability to appropriately prioritize from high-level immediate needs to routine requests, with a consistent level of excellent customer service.
  5. Work with Producers in reviewing and analyzing all incoming applications and accompanying documentation; if further documentation is required, work with the Customer as well as the Producer to assure timely completion.
  6. Keep renewal expiration lists updated and process all renewals on a timely basis.
  7. Cross-sell existing accounts and upsell limits and coverages.
  8. Support overall sales and marketing initiatives, including all personal lines campaigns.

Requirements:

  1. Skills/knowledge - Excellent communication skills, critical analysis, including the ability to evaluate prospects to determine account acceptability, highly organized to manage large books timely and accurately. Experience on AMS 360 platform or similar is required.
  2. Experience/education – 3+ years of Personal Lines experience with an agency or company preferred.


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