Bank Manager Jobs

About The Position

Requirements

• High school diploma.
• Three years of commercial lines insurance experience.
• Obtain and maintain a Massachusetts Property & Casualty Insurance Broker’s License and any other license required by the employee’s state of residence.
• Understanding of insurance work methods and procedures.
• Ability to present information verbally and effectively to clients, company staff, and agency staff.
• Ability to be self-motivated, solve problems, and prioritize multiple tasks.
• Commitment to the company’s culture and established service standards.
• Ability to handle confidential matters with discretion.
• Availability to travel 25% of the time outside a 25-mile radius and report to any office.
• Ability to sit, drive, bend, answer the phone, and perform computer input.

Responsibilities

• Perform exposure analyses and account reviews, and discuss insurance needs with clients by phone, email, written communication, and in person.
• Work with agency Producers and the Marketing Coordinator to coordinate client service needs.
• Manage, underwrite, and market client accounts as needed.
• Participate in renewal meetings and manage the client renewal process, including marketing, quoting, rating, and placement.
• Document communications and interactions with clients, carriers, and others in the computer system.
• Respond promptly to insureds’ questions and concerns about policies, coverage, and premium payments.
• Update and maintain accurate client contact information and other client data.
• Round and upsell client account coverage.
• Communicate with company personnel about coverage availability.
• Initiate policy and endorsement issuance using in-house computer and internet systems, and prepare supplemental forms and reports as needed.
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures.
• Comply with company policies, standardized procedures, and regulations.
• Continue education to stay current on company, agency, and computer updates.
• Visit clients as needed to review their insurance portfolios.
• Issue certificates, binders, and other materials according to client needs and applicable laws and regulations.
• Handle insureds’ premium payments through in-house or internet payment methods.
• Perform the same work-related responsibilities for other company locations as required.
• Perform other duties as assigned.