Personal Lines Account Manager

The Jacobson Group; Massachusetts; On-site; USD 48,216 - 55,104; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement savings plan

Job summary

A property and casualty insurance agency is seeking a Commercial Lines Account Manager for a fully remote, temp-to-perm position. This role involves providing excellent customer service, educating clients about coverage, and managing new and renewal business. Candidates should have at least 5 years of relevant experience, knowledge of commercial lines, and active licenses in their state and Massachusetts. Competitive pay range is $35-40 per hour, with additional benefits including medical and vision insurance.

Qualifications

• 5+ years experience as a Commercial Lines Account Manager or Assistant Account Manager.
• In-depth knowledge of commercial lines coverage, specifically habitational and construction.
• Quoting experience with carriers (preferred).
• Resident of and licensed in Massachusetts, New Hampshire or Maine.

Responsibilities

• Provide excellent customer service by responding to policyholders and carriers in a timely manner.
• Assist in marketing new and renewal business, determine premiums, and prepare proposals.
• Quote new and renewal business.
• Maintain client files accurately and consistently document conversations.

Skills

Commercial lines coverage knowledge

Problem-solving abilities

Detail-oriented

Time management

Communication skills

Education

Active producer license in state of residence

Active producer non-resident license in Massachusetts

Tools

Applied EPIC

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Microsoft Excel

Job description

Our client, an independent property and casualty insurance agency, is hiring a Commercial Lines Account Manager for a temp‑to‑perm role that is 100% Remote. The book of business includes habitational properties, contractors and other commercial lines.

Responsibilities

• Provide excellent customer service by responding to policyholders and carriers in a timely manner.
• Inform and educate clients about coverage, exclusions and exposures.
• Assist in marketing new and renewal business, determine premiums, and prepare proposals.
• Quote new and renewal business.
• Process change requests, endorsements, cancellations, issue binders and other related items.
• Monitor policy expirations.
• Assist clients with renewal process, reviewing policies for correct coverage.
• Maintain client files accurately and consistently documenting conversations, and sending confirmations to clients.

Requirements

• 5+ years experience as a Commercial Lines Account Manager or Assistant Account Manager
• In-depth knowledge of commercial lines coverage, specifically habitational and construction
• Quoting experience with carriers (preferred)
• Active producer license in state of residence
• Active producer non‑resident license in Massachusetts
• Resident of and licensed in Massachusetts, New Hampshire or Maine
• Proficiency in Word, PowerPoint, Outlook and Excel
• 2+ years Applied EPIC experience
• Detail‑oriented
• Problem‑solving abilities
• Ability to prioritize among several duties

Pay Range

The anticipated pay range for this position is $35‑40 per hour. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity.

Benefits

• Medical insurance
• Vision insurance
• 401(k) retirement savings plan

Contact

Phone: (312) 884‑0419

Email: [e-mail]

Equal Opportunity Employer

The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs.

If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at [e-mail] or +1 (800) 466‑1578 to make a request.