Personal Line Account Manager
ME US
Job Description
Two positions - Rumford and Pittsfield locations for licensed P/L candidates. Hybrid schedule after 6 months available.
The Personal Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- Maintaining a professional connection between clients, the agency and company underwriter.
- Review and process mail using personnel and procedures in place for support.
- Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
- Request policy amendments.
- New business and policy renewal marketing. This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverages for each risk. Information is then communicated to the insured or prospective client.
- Preparation of new business or renewal proposals as needed.
- Communicate quotes to customers regarding policies, costs, consequences, and obligations.
- Keep records of client activity documenting file with details for follow up.
- Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
- Process invoices to client.
- Work with Accounting Department regarding insureds’ billing and account current.
- Performing other duties as assigned
Job Types: Full-time, Permanent
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
Supplemental pay types:
- Bonus opportunities
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Work Location: In person
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