Personal Lines Account Manager

1 day ago Be among the first 25 applicants

This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$60,000.00/yr - $75,000.00/yr

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The primary function of this position is to provide quality service to clients and cross sell within the agency. The Account Manager will be the day-to-day liaison between the insurance company and their clients. Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies.

Job Duties:

• Build and maintain relationships with clients.
• Know the underwriting and rating procedure for all types of personal lines policies.
• Quote and sell personal line policies.
• Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
• Prepare applications, submit them to insured’s and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses.
• Renew policies by agency standards.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
• Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.

Position Requirements :
• 5 or more years experience in Personal Lines, hold a P&C license in MA
• Understanding of personal insurance underwriting, coverage & rate analysis.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Customer Service
• Industries Insurance Agencies and Brokerages

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Medical insurance

401(k)

Vision insurance

Paid maternity leave

Paid paternity leave

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