Insurance Account Manager

6 days ago


Needham, Massachusetts, United States Beacon Hill Full time
Job Summary

We are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Beacon Hill. As a key member of our team, you will be responsible for delivering exceptional client service and ensuring the seamless management of our clients' personal insurance needs.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
  • Prepare and present insurance proposals and summaries to clients, ensuring they are clear and concise.
  • Process new business and support the processing of existing policies, ensuring all necessary documentation is accurate and complete.
  • Explain insurance policies and coverage to clients, addressing any questions or concerns they may have.
  • Maintain accurate and up-to-date electronic client account records, ensuring all information is readily available.
Requirements

To be successful in this role, you will need:

  • 3+ years of experience in an Account Manager role within the insurance industry.
  • Proficiency in Microsoft Office Suite and Agency Management technology.
  • Demonstrated critical thinking skills and the ability to analyze complex information.
  • Superior presentation skills and the ability to communicate effectively with clients.
  • An ability to work independently with minimal supervision and as part of a team.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Account Manager looking for a new challenge, we encourage you to apply.



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