Senior Personal Lines Insurance Advisor

Salem Five; Woburn (MA); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Summer family outing

Descripción de la vacante

Salem Five Insurance seeks an experienced Personal Lines Account Manager to manage a portfolio of high-volume clients across MA, including Woburn, Danvers, Gloucester, Plymouth or Norwood offices.

You will provide tailored service, annual renewal planning, and proactive risk management while coordinating with underwriters and carriers to secure optimal coverage. The role emphasizes client relationships, data accuracy, and cross-selling opportunities.

Formación

• Portfolio management of high-volume personal lines clients.
• Develop and maintain client relationships and provide advisory care.
• Review renewal options and make consultative recommendations.
• Process policy changes, quotes, and RMV paperwork accurately.
• Ability to collaborate with underwriters and carriers.

Responsabilidades

• Manage a portfolio of high-volume and complex personal lines customers, delivering tailored service.
• Serve as the primary contact for clients and manage all insurance needs.
• Develop relationships and provide strategic insurance solutions.
• Review expiration reports within 90 days of renewal and discuss options.
• Oversee lifecycle of personal lines policies from quote to renewal and claims support.
• Work with underwriters and carriers to negotiate terms and resolve issues.
• Provide expert advice on personal insurance programs and risk management.
• Cross-sell and upsell additional personal lines products.
• Assist in marketing and retention activities to expand customer base.
• Accurately process endorsements, renewals, and cancellations.

Conocimientos

Excellent customer service

Relationship management

Communication skills

Educación

High school diploma or GED

Two to three years related experience and/or training; or equivalent combination of education and experience

Minimum of 3 years Personal Lines experience

Proficient in Microsoft Office Suite

Herramientas

Instar Systems

Descripción del empleo

Salem Five Insurance seeks an experienced Personal Lines Account Manager to manage a portfolio of high-volume clients across MA, including Woburn, Danvers, Gloucester, Plymouth or Norwood offices.

You will provide tailored service, annual renewal planning, and proactive risk management while coordinating with underwriters and carriers to secure optimal coverage. The role emphasizes client relationships, data accuracy, and cross-selling opportunities.