Personal Insurance Account Specialist

2 weeks ago


Stoneham, Massachusetts, United States Gpac Full time

Personal Lines Account Manager

At GPAC, we pride ourselves on our dedicated team of insurance experts committed to delivering exceptional service. As a comprehensive insurance brokerage and consulting firm, we focus on liability, property, and employee benefits, ensuring our clients receive optimal solutions tailored to their needs.

We are currently looking for a Personal Lines Account Manager to enhance our team.

Role Overview and Responsibilities

  • Manage a designated personal lines portfolio by effectively servicing and processing all new business.
  • Handle renewals and endorsements with precision.
  • Provide expert advice to clients regarding coverage and products, ensuring a high level of customer satisfaction.

Key Responsibilities

  • Gain in-depth knowledge of our offerings to improve marketing and placement strategies.
  • Quickly generate quotes and applications to create a positive experience for new clients.
  • Adhere to agency protocols and company policies for processing, policy issuance, and client servicing.
  • Efficiently prioritize customer inquiries, addressing urgent needs and routine questions while maintaining excellent service standards.
  • Collaborate with producers to assess and analyze incoming applications.
  • Maintain an updated renewal expiration list and ensure timely processing of renewals.
  • Identify opportunities for cross-selling and upselling to existing clients.
  • Contribute to overall sales and marketing initiatives, including personal lines campaigns.

Qualifications

  • Experience with AMS 360 platform or a similar system.
  • A minimum of 3 years of experience in Personal Lines within an agency or insurance company.
  • Strong communication skills.
  • Ability to critically analyze and evaluate prospects for account acceptability.
  • Highly organized to manage a substantial portfolio efficiently and accurately.

We welcome all qualified candidates to explore this opportunity.

GPAC (Growing People and Companies) has been a leading search firm since 1990, specializing in placing top-tier professionals across various industries in the United States. Our competitive edge lies in our client-focused approach and our commitment to delivering the right solutions at the right time.



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