Personal Lines Account Manager
2 weeks ago
Personal Lines Account Manager
We are seeking an experienced personal lines insurance professional to join our team as an account manager. This position will primarily be servicing existing clients from our personal lines accounts and working directly with producers to help grow the book of business. The ideal candidate is someone who has the skills, abilities and requirements listed below.
Skills and Abilities:
Reliability, honesty and respect
Strong customer service, active listening and relationship building skills
Attention to detail and accuracy in all aspects of work
Highly organized with ability to prioritize work day
Exceptional oral and written communication is a must
Ability to multitask, manage time and efficiently work in a fast-paced environment
Ability to adapt to change to meet client and agency needs
Ability to work as part of a team and maintain healthy professional relationships with co-workers, prospects and clients
Comfortable with accepting positive and negative constructive feedback with the ability to make necessary changes to performance based on the feedback
Understanding of personal lines insurance or willingness to learn and obtain appropriate license
Proficient with using MS Office products (Outlook, Word and Excel)
Essential Duties/Functions:
Prepare quotes, binders, certificates and other commonly used documents for existing clients as requested
Follow up with clients to answer any questions or concerns
Service insurance policy renewal process for personal lines clients
Build and manage relationships with prospects and existing clients
Provide complete and accurate information when interacting with prospects and existing clients
Understand potential for errors or omissions and seek guidance when necessary
Consistently meet all personal KPI goals
Adhere to all agency policies and procedures
Keep up to date with required continued education
All other duties as assigned
Requirements:
Minimum of High School Diploma (Required)
1-3 years of personal lines insurance experience (Preferred)
State of Massachusetts P&C License or Personal Lines License (Preferred)
Applied Epic and Singlepoint software experience (Preferred)
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