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Personal Lines Account Manager

4 weeks ago


West Yarmouth, Massachusetts, United States World Insurance Associates, LLC. Full time
Job Summary

World Insurance Associates, LLC. is seeking a highly skilled Personal Lines Associate Account Manager to join our team. As a key member of our client management team, you will be responsible for supporting our Account Executives in managing client relationships and ensuring exceptional service delivery.

Key Responsibilities
  • Assist insurance producers in servicing client needs and providing timely support to ensure client satisfaction.
  • Support Account Managers in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
  • Make changes to existing policies in our agency management system and on carrier sites, including adding or replacing vehicles, mortgagee changes, and coverage updates.
  • Handle renewals, service requests, claims, billing, and new policies with precision and attention to detail.
  • Review all applications, policies, endorsements, and audits for accuracy and coordinate expiration lists with department managers to obtain renewal business information.
  • Build strong relationships with clients by providing exceptional advocacy, service, and communication.
Requirements
  • Fluency in Portuguese is required.
  • A Bachelor's degree or equivalent work experience is preferred.
  • Minimum two years of experience in Personal Lines account management or support is required.
  • A Property & Casualty License is required, or the ability to obtain one within 3-6 months of employment.
  • Strong administrative and computing skills, including Microsoft Office (Word, Excel, and PowerPoint), are essential.
  • Experience with Applied/Epic or similar agency management software is preferred.
  • Ability to work independently and as part of a team, with a high degree of interaction and collaboration.
  • Self-motivation and a sense of urgency, with the ability to meet deadlines and prioritize tasks.
  • Effective written and verbal communication skills, including active listening and problem-solving.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Professional demeanor and positive attitude are essential.
Equal Employment Opportunity

World Insurance Associates, LLC. is an equal opportunity employer and celebrates diversity in the workplace. We are committed to providing a work environment that is free from discrimination and harassment, and where all employees feel valued and respected.