Insurance Portfolio Manager

7 days ago


Ayer, Massachusetts, United States Efficus, Inc. Full time

**Efficus, Inc. Opportunity**

We are seeking an Insurance Portfolio Manager to join our team in Ayer, MA.

Job Summary

As an Insurance Portfolio Manager at Efficus, Inc., you will be responsible for managing a portfolio of personal lines insurance accounts.

This includes homeowners, auto, renters, and umbrella policies. Your primary goal is to ensure adequate coverage and protection for our clients.

You will provide exceptional customer service by responding promptly to client inquiries and processing policy changes.

Average salary for this position is around $50,000 - $70,000 per year, depending on experience.

Responsibilities
  • Manage a portfolio of personal lines insurance accounts, including homeowners, auto, renters, and umbrella policies.
  • Provide exceptional customer service by responding promptly to client inquiries and processing policy changes.
  • Review client accounts at renewal time and proactively remarket accounts to find the best coverage options and pricing.
  • Work with underwriters and insurance carriers to negotiate policy terms and conditions.
  • Educate clients on insurance coverage options and assist in selecting appropriate products based on their needs.
  • Handle claims reporting and follow up on the resolution process to ensure client satisfaction.
  • Maintain accurate and up-to-date client records in the agency management system.
  • Stay current with industry trends and regulatory changes to provide clients with up-to-date information and advice.

Requirements

To be successful as an Insurance Portfolio Manager, you should have:

  • a Junior Level (less than 5 yrs exp.) experience in insurance or a related field.
  • a High school or equivalent education level.
  • a strong understanding of insurance products and services.
  • excellent communication and interpersonal skills.

Benefits

We offer a competitive benefits package, including health insurance, paid time off, and opportunities for professional growth and development.



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