Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Attleboro, MA

4d • $66,000 - $71,482 • Hybrid

About The Position

FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC. The Account Manager oversees client relationships and is responsible for successfully managing and renewing a segment of client business. The Account Manager establishes a strong rapport with clients and seeks to identify and present the best products and services to meet their needs and objectives. This is a full-time, hybrid position that reports to our office located in Attleboro, MA.

Requirements

• 3+ years of P&C account management experience or 4+ years of P&C Commercial Lines industry experience
• High School Diploma/GED
• Professional Property & Casualty Insurance License (must obtain within 3 months of hire date)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

Nice To Haves

• Bachelor's degree in Sales, Marketing, Business Administration, or similar preferred
• CIC, CPCU, MAIA or similar designations preferred

Responsibilities

• Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner.
• Pre-qualify new business per agency guidelines.
• Prepare and review registry transactions.
• Process new business, endorsements, and cancellations according to guidelines
• Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly.
• Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet clients needs.
• Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following up to ensure timely responses in conjunction with Producer.
• Explain audit procedures to clients and review interim reports for accuracy.
• Respond to clients needs by producing binders, certificates, policies, and other related items accurately and timely.
• Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company, and remarket when appropriate.
• Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes).
• Follow-up on open activities in a timely manner.
• Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle.
• Maintain files in systems accurately and consistently in accordance with guidelines.
• Refer insureds to other departments for cross-sell opportunities.
• Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED