Personal Insurance Account Manager

The Jonus Group•Salem, MA

About The Position

An established agency is seeking an outgoing, personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines customers. The role involves managing accounts, maintaining client relationships, working with carrier underwriters to obtain competitive rates, and handling new and renewal submissions. The account manager will also quote, bind, and issue policies while working with multiple carriers and rating systems.

Requirements

  • Previous experience working with personal lines coverages in a brokerage or agency setting.
  • Experience maintaining client relationships.
  • Experience negotiating with carrier underwriters on behalf of clients.
  • Ability to handle new and renewal submissions.
  • Prior experience quoting, binding, and issuing policies.
  • Experience working with multiple carriers and rating systems.
  • Proven customer service and sales skills.
  • Excellent organizational skills.
  • Ability to self-direct the completion of job duties.
  • Must hold a Property & Casualty License.

Responsibilities

  • Provide timely quotes for personal lines customers.
  • Recognize cross-selling opportunities.
  • Provide exceptional customer service.
  • Maintain client relationships.
  • Negotiate with carrier underwriters on behalf of clients to obtain the best rates.
  • Handle new and renewal submissions.
  • Quote, bind, and issue policies.
  • Manage accounts overall.
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