Dynamic Personal Insurance Account Manager

Salem Five Bank; Woburn (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Job summary

Salem Five Bank in Woburn is looking for an experienced Account Manager to oversee a diverse book of personal lines customers. You will be responsible for providing tailored service, managing policy processes, and addressing customer inquiries to ensure satisfaction and retention. Ideal candidates will possess a strong background in personal lines insurance, a Property & Casualty Insurance License, and excellent proficiency in Microsoft Office Suite. A comprehensive benefits package and competitive salary range of $60,000 - $80,000 is offered.

Qualifications

• Minimum of 3 years Personal Lines experience required.
• Excellent proficiency in Microsoft Office Suite needed.
• Property & Casualty Insurance License required.

Responsibilities

• Manage a diverse book of personal lines customers.
• Respond to complex customer inquiries and issues.
• Serve as a trusted advisor to clients regarding insurance needs.
• Identify and pursue cross-selling opportunities.
• Maintain compliance with regulatory requirements.

Skills

Customer service

Policy management

Relationship building

Sales techniques

Data management

Education

High school diploma or GED

2-3 years related experience

Tools

Microsoft Office Suite

Epic System

Job description

Salem Five Bank in Woburn is looking for an experienced Account Manager to oversee a diverse book of personal lines customers. You will be responsible for providing tailored service, managing policy processes, and addressing customer inquiries to ensure satisfaction and retention. Ideal candidates will possess a strong background in personal lines insurance, a Property & Casualty Insurance License, and excellent proficiency in Microsoft Office Suite. A comprehensive benefits package and competitive salary range of $60,000 - $80,000 is offered.