Commercial Lines Account Manager

Mountainone Bank•Pittsfield, MA

22d•Hybrid

About The Position

The Commercial Lines Account Manager will play a key role in the daily operations of MountainOne Insurance Agency. In this important role, the CL Account Manager will provide friendly and helpful support and assistance to commercial lines insurance clients. It is the responsibility of the CL Account Manager to serve clients efficiently and professionally and to maintain a high level of industry knowledge and to know their customers and fully understand their needs.

Requirements

High school diploma
3 years of CL Insurance experience required
Obtain and maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state
Understanding of insurance work methods and procedures
Ability to verbally effectively present information to clients, company and agency staff
Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks
Commitment to the company’s culture and established service standards
Ability to deal with and show discretion in confidential matters
25% availability to travel outside of 25-mile radius and report to any office
Ability to sit, drive, bend, answer the phone, and perform computer input

Responsibilities

Actively perform exposure analysis/account reviews and discuss insurance needs with clients by phone, e-mail, written communication and in person
Work with agency Producers and Marketing Coordinator to coordinate client service needs
Manage, underwrite and market client accounts as needed
Participate in renewal meetings and actively manage the insurance renewal process for clients, including marketing, quoting, rating and placement
Document all communications and interactions with clients, carriers and others in the computer system
Address insured’s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person
Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information
Actively conduct account reviews
Round and upsell client account coverage
Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication
Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.
Work with staff, supervisors, and management to institute and implement departmental policies and procedures
Maintain compliance with all related company policies, standardized procedures and regulations
Continuing education to keep abreast of company, agency, and computer updates
Visit clients as needed to review insurance portfolio
Issue certificates, binders, etc. according to client’s needs and complying with all laws and regulations
Handle insured’s premium payments, via in-house or internet payment methods
Perform same work-related responsibilities to other company locations, as required
Any other duties as assigned