Commercial Lines Account Manager - PTO + 401(k) + CE Support

DeCarolis Insurance Agency; Leominster (MA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

PTO & holidays

401(k) options

Licensing support

Job summary

DeCarolis Insurance Agency in Leominster, MA, is seeking a Personal/Commercial lines account manager to provide exceptional service to clients, process changes, renewals, billing questions, coverage reviews, and claims support while maintaining relationships.

You will service commercial accounts including GL, Auto, WC, Property, Umbrella, and BOP; collaborate with carriers and producers; maintain records and support cross-selling opportunities; license required.

Qualifications

• Active MA Property & Casualty license required.
• 2–5 years of commercial insurance experience.
• Strong knowledge of commercial coverages and terminology.
• Excellent written and verbal communication.
• Ability to work independently in a fast-paced team.

Responsibilities

• Manage commercial lines accounts incl. GL, Auto, WC, Property, Umbrella, BOP.
• Process policy changes, endorsements, certificates, binders, cancellations, audits, renewals.
• Respond to client inquiries on coverage, billing, claims, servicing.
• Prepare certificates of insurance and evidence of property forms.
• Review policies and applications for accuracy.
• Coordinate with carriers and underwriters to resolve issues.
• Assist producers with account rounding and cross-selling.
• Maintain client records in agency system.
• Support renewal marketing and quoting.
• Ensure compliance with MA regulations.
• Deliver professional customer service to clients, carriers, staff.

Skills

P&C license MA

2–5 years experience

Policy knowledge

Organizational skills

Communication skills

Independent & collaborative

Job description

DeCarolis Insurance Agency in Leominster, MA, is seeking a Personal/Commercial lines account manager to provide exceptional service to clients, process changes, renewals, billing questions, coverage reviews, and claims support while maintaining relationships.

You will service commercial accounts including GL, Auto, WC, Property, Umbrella, and BOP; collaborate with carriers and producers; maintain records and support cross-selling opportunities; license required.