Personal Lines Account Manager & Branch Manager

Personal Lines Account Manager & Branch Manager

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Mountain One Insurance Agency is growing and we are looking for a talented and experienced Personal Lines Account Manager & Branch Manager to join our team in Wilbraham. Continue your insurance career with us.

The Person al Lines Account Manager and Branch Manager will maintain a book of business while providing guidance, mentorship and support to the team in Wilbraham.

Salary Range $50,000 to $75,000 Based on Experience

• Manage a book of personal insurance clients.
• Provide personal lines account management support in secondary capacity, including:
• Addressing insured’s questions and concerns regarding policies, coverages and premium payments promptly via phone, email and in person.
• Communicate with company personnel regarding coverage, policy changes and billing questions via phone and written communication.
• Document all communications and interactions with clients, carriers and others in computer system.
• Initiate appropriate policy and endorsement issuance via in-house agency system and carrier websites.
• Update and maintain accurate client data such as address, phone numbers, email address, etc.
• Generate referrals to the agency.
• Work with staff, supervisors and management to institute and implement departmental policies and procedures. This includes:
• Onboarding and training of new employees.
• Scheduling and ensuring consistent staffing levels.
• Mentoring and supporting professional development among Personal Lines team.
• Maintain compliance with all related company policies, confidentiality, standardized procedures and regulations.
• Keep office supplies and equipment stocked as needed.
• Continuing education to stay abreast of company, agency and computer updates. Training and utilization of all rating programs.
• Perform similar work-related responsibilities at other company locations as required.
• Handle premium payments via in-house to post online or mail accordingly.
• Reconciling cash drawers.
• Other duties as assigned.

• Minimum of 2 years of Insurance experience
• Prior management experience
• High School Diploma
• Understanding of Insurance work methods and procedures
• Ability to verbally present information to clients, company and agency staff
• Ability to be self-motivated, provide problem solving capabilities and prioritize multiple tasks
• Commitment to the company’s culture and established service standards
• Ability to deal with and show discretion in confidential matters
• 50% availability to work in different branch locations
• 25% availability to travel outside of a 25-mile radius
• Ability to sit, drive, bend, answer phones and perform computer input

• Mid-Senior level

• Full-time

• Sales and Business Development

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Springfield, Massachusetts Metropolitan Area