Personal Lines Account Manager — Client Care & Policy

Richard-R.-Green-Insurance-Agency-Inc; Monson (MA); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Tuition Reimbursement

Mon-Fri Schedule

Retirement Plan

Bonus Opportunities

Paid on Renewals

Work-Life Balance

Paid Holidays Off

401(k) Plan

Professional Development

Professional Work Environment

Continuing Education Opportunities

Team Building Activities

Equipment Provided

Office Snacks & Coffee

Résumé du poste

Richard R. Green Insurance Agency Inc in Monson, MA is seeking a dedicated Personal Lines Account Manager to serve as the friendly voice for clients and guide them through coverage decisions.

You will review client accounts annually, process endorsements and renewals, prepare quotes, support producers, and document interactions in our internal systems while helping our tight-knit team deliver exceptional service.

Qualifications

• Active MA Property & Casualty insurance license required.
• Three+ years of personal lines account management experience.
• Strong communication and organization skills needed.

Responsabilités

• Act as the primary point of contact for our existing clients, answering questions regarding their coverage and policy changes.
• Review client accounts annually to ensure coverages remain appropriate for their evolving lifestyles.
• Process policy endorsements, renewals, and billing inquiries with precision and care.
• Support the agency producers by preparing quotes and gathering necessary underwriting information.
• Document all client interactions accurately within our internal software systems.
• Collaborate with our small, tight-knit team to resolve complex client concerns and claims issues.

Connaissances

Clear and professional written and ver

Ability to manage multiple priorities

Agency Management Systems proficiency

Formation

Massachusetts Property & Casualty Insurance License (Active)

Outils

Agency Management Systems

Description du poste

Richard R. Green Insurance Agency Inc in Monson, MA is seeking a dedicated Personal Lines Account Manager to serve as the friendly voice for clients and guide them through coverage decisions.

You will review client accounts annually, process endorsements and renewals, prepare quotes, support producers, and document interactions in our internal systems while helping our tight-knit team deliver exceptional service.