Commercial Lines Account Manager

MountainOne Insurance Agency, Inc.; Pittsfield (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

MountainOne Insurance Agency, Inc. is seeking a Commercial Lines Account Manager in Massachusetts. The role involves providing friendly client service, underwriting and marketing client accounts, and managing renewal processes. Hybrid work arrangements are available with offices in Pittsfield or North Adams.

Requirements include a high school diploma, 3 years of CL insurance experience, and MA license. Travel up to 25% may be required to support client needs.

Qualifications

• High school diploma required.
• 3 years of commercial lines (CL) insurance experience required.
• MA Property & Causality Insurance Broker’s License and any other required state license.

Responsibilities

• Actively perform exposure analysis and account reviews; discuss insurance needs with clients by phone, email, or in person.
• Coordinate client service needs with agency Producers and Marketing Coordinator.
• Manage, underwrite, and market client accounts as needed; participate in renewal meetings and manage renewal process.

Skills

Communication skills

Problem-solving

Time management

Education

High school diploma

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

North Adams, MA, US

5 days ago Requisition ID: 1206

Salary Range: $60,000.00 To $80,000.00 Annually

Reports to:SVP, Commercial Insurance Operations Manager

Grade:106

Location:Pittsfield Office or North Adams Office, hybrid work arrangements available

Salary Range:$60,000 - $80,000

The Commercial Lines Account Manager will play a key role in the daily operations of MountainOne Insurance Agency. In this important role, the CL Account Manager will provide friendly and helpful support and assistance to commercial lines insurance clients. It is the responsibility of the CL Account Manager to serve clients efficiently and professionally and to maintain a high level of industry knowledge and to know their customers and fully understand their needs.

Primary Responsibilities:

• Actively perform exposure analysis/account reviews and discuss insurance needs with clients by phone, e-mail, written communication and in person;
• Work with agency Producers and Marketing Coordinator to coordinate client service needs.
• Manage, underwrite and market client accounts as needed;
• Participate in renewal meetings and actively manage the insurance renewal process for clients, including marketing, quoting, rating and placement;
• Document all communications and interactions with clients, carriers and others in the computer system;
• Address insured’s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person;
• Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information;
• Actively conduct account reviews;
• Round and upsell client account coverage.
• Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication;
• Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.;
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures;
• Maintain compliance with all related company policies, standardized procedures and regulations;
• Continuing education to keep abreast of company, agency, and computer updates.
• Visit clients as needed to review insurance portfolio;
• Issue certificates, binders, etc. according to client’s needs and complying with all laws and regulations.
• Handle insured’s premium payments, via in-house or internet payment methods;
• Perform same work-related responsibilities to other company locations, as required.
• Any other duties as assigned.

Qualifications:

• High school diploma;
• 3 years of CL Insurance experience required;
• Obtain and maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state;
• Understanding of insurance work methods and procedures;
• Ability to verbally effectively 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;
• 25% availability to travel outside of 25-mile radius and report to any office;
• Ability to sit, drive, bend, answer the phone, and perform computer input.

Requirements:

• High school diploma
• 3 years of CL Insurance experience required;
• Obtain and maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state;
• Understanding of insurance work methods and procedures;
• Ability to verbally effectively 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;
• 25% availability to travel outside of 25-mile radius and report to any office;
• Ability to sit, drive, bend, answer the phone, and perform computer input.