Personal Lines Account Manager

Duffy Insurance Agency, Inc.; Lynn (MA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

PTO

401k contribution

Health Insurance

Continuing Education paid for by agency

Job summary

Duffy Insurance Agency, Inc. in Lynn, MA, seeks a Personal Lines Customer Service Rep responsible for preparing automobile registrations, processing policy changes, and maintaining client accounts. A successful candidate will have three years of experience in the Massachusetts insurance industry, ideally with AMS 360 proficiency.

The role requires a detail-oriented individual with strong multi-tasking abilities. The agency provides health insurance, PTO, and supports continuing education for professional licensing.

Qualifications

• Minimum three years experience in an independent property and casualty insurance agency based in Massachusetts.
• Must have a working knowledge of insurance rating software.
• High attention to detail and ability to meet deadlines.

Responsibilities

• Prepare automobile registration forms (RTAs).
• Process policy changes and maintain accurate client accounts.
• Work closely with producers and sales team to build client relationships.

Skills

Detail-oriented

Multi-tasking

Client relationship management

Insurance rating software knowledge

Microsoft Office proficiency

AMS 360 experience

Education

MA Broker’s P&C License

Three years of experience in insurance agency

Tools

AMS 360

Microsoft Excel

Microsoft Outlook

Job description

About the job:

Full Time (40 Hours per week) In-Office at our Lynn, MA location

The Personal Lines Customer Service Rep is responsible for;

• Preparation of automobile registration forms (RTAs)
• Binders
• Processing of Policy Changes
• Maintain accurate client account and contact information on agency management system
• Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact
• Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service
• Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance

Requirements Include:

• Three years experience in an independent property and casualty insurance agency based in Massachusetts.
• Experience with AMS 360 is preferred
• Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook
• Attention to detail, deadlines and ability to multi-task
• MA Broker’s P&C License is Preferred

Compensation:

• PTO
• 401k contribution
• Health Insurance
• Continuing Education and Insurance professional licensing paid for by agency

Interested?

Great! We’d love to hear from you! Simply e-mail [e-mail] with a copy of your resume.