Personal Lines Account Manager – Massachusetts Auto

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact and liaison for personal lines clients.

• Oversee the daily servicing and retention of personal lines clients.

• Deliver exceptional customer service.

• Manage all facets of personal lines clients.

• Foster growth of the existing portfolio through account rounding.

• Conduct marketing efforts as needed for renewals and new business.

• Keep client information and policies updated in the agency management system.

• Coordinate the processing of renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summaries of insurance, and edits with the team.

• Inform, educate, and provide recommendations to clients regarding policy coverages, changes, exclusions, and insurance needs.

• Utilize analytical and critical thinking in work processes and communications.

• Maintain a paperless workflow.

• Ensure confidentiality of information is protected.

• Carry out other assigned duties.

⛳️ Requirements

• 3 to 5+ years of experience in Personal Lines Retail Insurance.

• Valid Property & Casualty Insurance License.

• Strong understanding of personal lines coverages and services.

• Proficient user of Agency Management Systems and Electronic Document Management.

• Self-motivated, creative, and a capable problem solver.

• Detail-oriented and highly organized.

• Exceptional computer and internet skills.

• Skilled in using carrier websites.

• Proficient in Microsoft Outlook, Excel, and Word.

• Proficient in Adobe software.

• Excellent communication and telephone skills.

• Ability to achieve results for clients by coordinating and managing the efforts of others.

• Capable of resolving problems independently.

• Eagerness to continuously enhance knowledge of the insurance industry and associated technology.

• Minimum internet speed of 6 Mbps download and 3 Mbps upload.

• Directly connected to the modem; no satellite connections permitted.

🏝️ Benefits

• Competitive Salary.

• Comprehensive Benefits.

• Paid Time Off (PTO).

• Opportunity to work remotely from within the United States only.

• Reasonable accommodations for employees with disabilities.