Hybrid Personal Lines Account Manager

Posted 2 months ago

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About the role

  • Personal Lines Account Manager managing an assigned book of business as the primary client relationship manager. Handling inquiries and servicing accounts in the insurance industry by working closely with both customers and carriers.

Responsibilities

  • Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
  • Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
  • Handle billing, service and endorsement requests and process necessary paperwork associated with requested
  • Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
  • Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
  • Maintain knowledge of all company systems and offerings

Requirements

  • 3+ years of experience in customer service and/or sales in the p&c insurance industry
  • Strong interpersonal skills and ability to effectively communicate via phone or email
  • Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
  • Self-directed with good decision making and time management skills
  • Proficient PC skills; knowledge of insurance software including AMS360
  • Knowledge of the MA Registry forms and procedures

Benefits

  • Company Paid Life Insurance
  • Long-Term and Short-Term Disability
  • Medical, Dental, Vision and FSA/HSA plans
  • 401(k) with company match
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
  • Generous PTO
  • An awesome team of professionals!

Job title

Personal Lines Account Manager

Job type

Experience level

Mid levelSenior

Salary

$70,000 - $90,000 per year

Degree requirement

No Education Requirement

Location requirements

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