New Account Manager developing new client relationships and sales strategies for CSA Group in the Lighting and High - Tech industries. Building a strong sales pipeline targeting customers across Canada.
About the role
- Personal Lines Account Manager providing exceptional customer service and managing client insurance needs in Dedham, MA. Supports new business development while retaining an assigned book of business.
Responsibilities
- Manage and retain existing book of business.
- Continuously achieve all audit and performance standards as outlined by leadership.
- Follow-up to address customer needs and resolve any problems or issues.
- Manage and maintain agency management system with current required information and documents on an ongoing basis.
- Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
- Answer and process all telephone requests for assigned accounts.
- Prepare billings and/or invoices on a timely basis.
- Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
- Review daily, weekly, monthly reports such as expiration and daily downloads
- Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements.
Requirements
- Insurance Producer license in good standing
- High school diploma
- Strong technical knowledge of the industry of expertise currently being targeted.
- Proficient with MS Office Suite
- Proficient knowledge use of office equipment
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Associate’s or bachelor’s degree (Preferred)
- 2+ years experience in a similar position (Preferred)
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Paid Time Off
- Holidays
- Preferred Partner Discounts
Job title
Job type
Experience level
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Degree requirement
Location requirements
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