Personal Lines Account Manager

Atlantic Group; Natick (MA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Vision insurance

Paid maternity leave

Paid paternity leave

Job summary

A leading insurance services firm is seeking an experienced Account Manager in Natick, MA, to provide quality service and manage client relationships. The role involves quoting and selling personal lines policies and requires at least 5 years of experience in personal lines with a P&C license in MA. The ideal candidate will handle renewals and cancellations while maintaining accurate client files and documentation.

Qualifications

• 5 or more years experience in Personal Lines, hold a P&C license in MA.
• Understanding of personal insurance underwriting, coverage & rate analysis.

Responsibilities

• Provide quality service to clients and cross-sell within the agency.
• Build and maintain relationships with clients.
• Quote and sell personal line policies.
• Handle renewals and cancellations.

Skills

Personal Lines experience

Client relationship management

Underwriting understanding

Job description

1 day ago Be among the first 25 applicants

This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $75,000.00/yr

Direct message the job poster from Atlantic Group

The primary function of this position is to provide quality service to clients and cross sell within the agency. The Account Manager will be the day-to-day liaison between the insurance company and their clients. Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies. Job Duties: • Build and maintain relationships with clients. • Know the underwriting and rating procedure for all types of personal lines policies. • Quote and sell personal line policies. • Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients. • Prepare applications, submit them to insured’s and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses. • Renew policies by agency standards. • Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines. Position Requirements: • 5 or more years experience in Personal Lines, hold a P&C license in MA • Understanding of personal insurance underwriting, coverage & rate analysis.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Insurance Agencies and Brokerages

Referrals increase your chances of interviewing at Atlantic Group by 2x

Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Paid maternity leave

Paid paternity leave

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