Personal Lines Account Manager

SHIV SOFTWARE EXPERTS LLC•Middleton, MA
•$60,000 - $80,000•Hybrid

About The Position

This individual will be responsible for servicing an existing book of Personal Lines accounts, along with obtaining quotes for new and renewal business. Daily responsibilities include customer support and education, cross selling, making coverage recommendations, issuing binders, endorsement processing, claims processing and billing. This individual will be required to maintain client files accurately and consistently, provide proper documentation of files and proper communication to all parties involved.

Requirements

  • Servicing an existing book of Personal Lines accounts
  • Obtaining quotes for new and renewal business
  • Customer support and education
  • Cross selling
  • Making coverage recommendations
  • Issuing binders
  • Endorsement processing
  • Claims processing
  • Billing
  • Maintaining client files accurately and consistently
  • Providing proper documentation of files
  • Providing proper communication to all parties involved

Responsibilities

  • Servicing an existing book of Personal Lines accounts
  • Obtaining quotes for new and renewal business
  • Customer support and education
  • Cross selling
  • Making coverage recommendations
  • Issuing binders
  • Endorsement processing
  • Claims processing
  • Billing
  • Maintaining client files accurately and consistently
  • Providing proper documentation of files
  • Providing proper communication to all parties involved
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