Insurance Portfolio Manager

2 days ago


Norwood, Massachusetts, United States First MainStreet Insurance, L.C. Full time
About the Role

First MainStreet Insurance, L.C. is seeking a highly skilled Insurance Portfolio Manager to join our team.

This is a full-time position with an estimated annual salary of $65,000 - $80,000, depending on experience and qualifications.

Job Description

As an Insurance Portfolio Manager at First MainStreet Insurance, you will be responsible for maintaining strong relationships with our valued clients by providing them with exceptional insurance services.

You will manage a portfolio of accounts, ensuring their satisfaction and retention. This includes developing and implementing strategies to grow our business and deliver exceptional customer experiences.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels.

  • Key Responsibilities:
  • Develop and nurture strong relationships with assigned accounts
  • Manage assigned accounts and ensure all deadlines are met
  • Market new business and/or renewal business
  • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention
Requirements

To be successful in this role, you will need:

  • Essential Skills & Qualifications:
  • Proven experience in account management, customer relationship management, or sales
  • Excellent organizational and time management skills
  • Ability to collect, analyze and interpret insurance-related data
  • Knowledge of the insurance industry terminology and documentation
Benefits

We offer a comprehensive benefits package, including:

  • Medical, Dental, and Vision Insurance
  • Retirement Plan
  • Generous Paid Time Off


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