Licensed Commercial Insurance Account Manager — Hybrid

The Juris Agency

Milton (MA)

Hybrid

USD 65,000 - 95,000

Full time

4 days ago
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Benefits offered by this job

PTO
Health Insurance
Dental Insurance
Parental Leave
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Licensing Assistance
Work-Life Balance
Paid Holidays
401k Plan
Continuing Education Opportunities
Ongoing Training Seminars
Professional Work Environment
Active Community Involvement

Job summary

Goodrich - Donna Benoit Insurance Agency in Massachusetts seeks a licensed Commercial Insurance Account Manager to oversee an assigned book of business, drive retention, and identify cross-sell opportunities. You will work with a collaborative team and handle communications with clients using established workflows.

Responsibilities include managing daily account needs, conducting coverage analyses, and closing new business while leveraging AMS 360 and rating portals.

Qualifications

  • Must have an active Property & Casualty insurance license.
  • Strong awareness of AMS 360 data integrity.
  • Prior Commercial and/or personal lines insurance experience.
  • Professional written and verbal communication skills.
  • Proficiency with Microsoft tools, Teams, Outlook, and rating portals.
  • Willingness to learn, grow, and contribute to agency expansion.

Responsibilities

  • Manage the day-to-day needs of assigned accounts.
  • Conduct coverage analyses and loss reviews.
  • Identify additional exposures and cross-sell appropriate coverage.
  • Close new business aligned with agency goals.
  • Respond to clients clearly, promptly, and professionally.
  • Maintain organized workflows using agency technology.

Skills

P&C License
Communication
AMS 360
Microsoft Office
Team Collaboration

Tools

AMS 360
MS Teams
Outlook
Rating portals

Job description

Goodrich - Donna Benoit Insurance Agency in Massachusetts seeks a licensed Commercial Insurance Account Manager to oversee an assigned book of business, drive retention, and identify cross-sell opportunities. You will work with a collaborative team and handle communications with clients using established workflows.

Responsibilities include managing daily account needs, conducting coverage analyses, and closing new business while leveraging AMS 360 and rating portals.

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