Commercial Lines Account Manager

Commercial Lines Account Manager

The James Allen Companies Inc.

Our client is one of New England’s leading independent insurance agencies, a large, vibrant, fast growing agent who is centrally located in the western suburbs of Boston convenient to major routes, is seeking a Client Relationship Manager to help with their growth.

Are you ready to “Step Up” and join the best service organization in the insurance business?

We are looking for a results-oriented, experienced Commercial Lines Account Manager who is highly customer service focused and enjoys working in a fast-paced, professional environment. If you do a great job and are fully committed to being a great team player you will thrive

Prior Agency Experience required!

Job Responsibilities:
· Service all aspects of our clients’ insurance needs, usually in partnership with an Account Executive or Producer, from renewal preparation and marketing to policy administration
· Gather information from clients and prepare applications for submission to insurance carriers
· Prepare proposals and insurance summaries based on evaluation of client coverage needs
· Process new business, renewals, endorsements, cancellations and rewrites
· Explain insurance policies and coverages, suggest coverage enhancements, and resolve general customer inquiries
· Maintain accurate electronic client account records and adhere to agency procedures
· Nurture strong relationships with clients and insurance carrier representatives

Core Competencies:

  • Exceptional aptitude for customer service
  • Excellent time management skills and a sense of urgency
  • Proven hands on experience with an in-depth understanding of Commercial Lines Coverages
  • Minimum of 3 years of insurance agency experience in an Account Manager or similar role required
  • Currently managing a commercial book valued between $2-3+M
  • Experience providing heavy supporting assistance to a book of business
  • Detail oriented with strong written and verbal communication skills
  • Outstanding team player and collaborator
  • In-depth technical knowledge of commercial lines coverages and exposures
  • Property & casualty license preferred
  • Proficiency with Microsoft Office and electronic database software preferred
  • Upbeat attitude and problem solving skills; able to work on a 2 to 3 person team to provide outstanding service

Compensation and Benefits:
· Competitive compensation
· Full-time benefits package including medical, dental, life, disability, 401(k), vacation and sick time
· Healthy, positive culture

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