Bilingual Personal Insurance Account Manager

The Jonus Group•Methuen, MA

About The Position

An established agency is seeking an outgoing, personable individual to manage personal lines customer accounts. The role provides timely quotes, identifies cross-selling opportunities, and delivers exceptional customer service. Responsibilities include managing client relationships and working with carrier underwriters to obtain the best rates for clients.

Requirements

  • Previous experience with personal lines coverages in a brokerage or agency setting.
  • Experience maintaining client relationships.
  • Experience handling 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 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 for the best rates.
  • Handle new and renewal submissions.
  • Quote, bind, and issue policies.
  • Manage accounts overall.
  • Work with multiple carriers and rating systems.
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