Personal Lines Account Manager
About the Role
A well-established insurance agency in Southeastern Massachusetts is seeking a Personal Lines Account Manager to join its dynamic team. This role is ideal for someone who thrives in a collaborative environment and is passionate about delivering exceptional service to clients.
As a Personal Lines Account Manager, you'll manage a book of personal lines insurance business, assist producers with new and renewal marketing, and provide in-house customer service. You'll play a key role in supporting the agency's mission and values while contributing to its growth and success.
Key Responsibilities
Manage and review personal lines accounts with accuracy and efficiency
Conduct annual account reviews and educate clients on coverage and exposures
Participate in agency incentive plans and renewal processes
Handle client inquiries regarding insurance, claims, and administrative issues
Maintain organized electronic and/or paper files with full policy details
Stay current with agency systems, policies, and procedures
Attend internal and external meetings related to banking and insurance
Sell insurance products and earn commissions
Refer new business opportunities across the organization
Perform additional duties as requested by management
Qualifications
Strong verbal and written communication skills
Solid understanding of personal lines underwriting and coverages
Ability to multitask in a fast-paced environment
Proficient in computer systems and agency management software
State insurance license required
Willingness to attend educational seminars and travel as needed
Flexibility to work at any branch location
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