Dealership Account Manager at Lendbuzz building partnerships with dealerships in Bridgewater, NJ. Driving growth through field visits and market analysis, within a flexible work environment.
PL
Onsite Personal Lines Account Manager
Posted 2 days ago
About the role
- Insurance professional managing a portfolio of Personal Lines insurance accounts at Morse Insurance Agency. Delivering exceptional customer service and compliance with industry standards.
Responsibilities
- Write and service Personal Lines insurance policies, including quoting new business using multiple carrier platforms to present comprehensive and competitive coverage options.
- Actively market and remarket accounts to drive business growth, expand opportunities, and attract new clients.
- Serve as the primary point of contact for all incoming service requests from existing clients, including renewals, policy changes, and general inquiries, while consistently delivering exceptional customer service.
- Review and analyze existing client accounts to identify eligible discounts and provide thoughtful, value-driven coverage recommendations.
- Evaluate coverage limits to ensure clients are adequately and appropriately insured based on their individual needs.
- Prepare re-quotes and remarket Personal Lines policies when requested or when it is in the clients best interest.
- Provide sales and administrative support to Producers and collaborate with team members to achieve departmental and organizational goals.
- Develop and maintain strong, professional relationships with insurance carriers and clients.
- Accurately document and maintain all client records within the Agency Management System (AMS).
- Stay current on industry trends, products, and regulatory requirements, demonstrating a commitment to ongoing professional development and continuous learning.
Requirements
- A Bachelors degree is preferred; High school diploma or equivalent required.
- Minimum of three (3) years of relevant experience required.
- Prior experience in Property & Casualty (P&C) insurance with a focus on the Personal Lines market preferred.
- Active MA Property & Casualty insurance license required.
- Working knowledge of AMS360 or comparable agency management systems a plus.
- Proficiency with Microsoft Office applications, including Outlook and Excel.
- Excellent verbal and written communication skills, with strong interpersonal abilities.
- Highly organized, detail oriented, and able to work effectively in a collaborative team environment.
- Demonstrated ability to manage workload independently, prioritize tasks, and meet deadlines.
- Authorized to work in the US without current or future sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- Commuter Transit Programs
- Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company Paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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