Commercial Lines Account Manager

The Juris Agency; Danvers (MA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Paid Time Off (PTO)

Job summary

Risman Insurance Agencies in Medford, MA is seeking a Commercial Lines Account Manager to join our team.

The successful candidate will manage a book of business, handle renewals, rate policies, and quote clients, using AMS360 and Microsoft Office. A current P&C license and at least 3 years of middle market/small commercial experience are required, with strong customer service and teamwork skills.

Qualifications

• P&C license required.
• Experience with AMS360 or similar system.
• Minimum 3 years middle market/small commercial experience.
• Strong admin and computing skills (Word, Excel, Outlook).
• Excellent communication and client service mindset.

Responsibilities

• Manage a book of business for existing commercial lines.
• Handle renewals, service requests, claims, billing, and new policies.
• Review book for cross-selling and account round opportunities.
• Document information in AMS360.
• Rate policies and complete all insurance applications.
• Prepare and present quotes to clients and prospects.
• Educate clients about coverage options.
• Work with direct and wholesale providers.

Skills

Detail-oriented

Team collaboration

Excellent communication

Customer service mindset

Problem solving

Multi-tasking

Adaptability to technology

Feedback receptiveness

Professional demeanor

Leadership potential

Tools

AMS360

Microsoft Office

Job description

Job Description

Risman Insurance Agencies is looking for a Commercial Lines Account Manager to join our team. Risman Insurance Agencies is based in Medford, MA, and has additional offices located in Tewksbury, Danvers and Barre. If one of these locations is more convenient than our main office in Medford, we welcome employees to work out of that location instead.

We are a team of more than 40 professionals, and after completing onboarding, we allow for each employee to have a work-from-home day each week.

Actual salary may be higher than listed based on the candidate's experience.

Benefits

• Work from Home
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities
• Paid Time Off (PTO)

Responsibilities

You will work as a member of a team of experienced, talented, and passionate insurance agents who provide outstanding service to our clients. Below are some of the responsibilities that this role includes:

• Manage a book of business of existing commercial lines
• Handle renewals, service requests, claims, billing, and new policies
• Review existing book of business for cross-selling and account round opportunities
• Document information in our agency management system (AMS360)
• Rate insurance policies and complete all phases of the insurance application
• Prepare and present quotes to clients and prospects
• Educate clients about insurance coverage options
• Work with direct and wholesale insurance providers

Requirements

The successful candidate will be self-motivated and proactive in handling responsibilities. The candidate will be detail-oriented, work well with a team, and will have the following traits/experience:

• A current P&C (Property & Casualty) license required
• Experience using AMS360 or similar management software required
• Minimum 3 years middle market and small commercial experience required
• Ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to learn and adapt to technology quickly
• Open to receiving regular constructive feedback relating to your performance
• Ability to maintain a professional demeanor and a friendly, positive attitude with both clients and coworkers
• A passion for providing outstanding customer service at all times
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
• Demonstrate effective written and verbal communication, including the ability to actively listen, and problem-solve with minimal assistance
• The passion for growing into a leadership position