Account Manager - Personal Insurance

Lowell, Massachusetts
Based on experience level
Feb 07, 2019
Apr 08, 2019
Job Type
Full Time

Job Summary:

Fred C. Church is seeking an ambitious, outgoing, self-starter who is detail oriented to join our personal lines team.  The candidate will be responsible for handling a variety of customer service tasks for our personal insurance customers.

Essential Job Functions:

Primary Duties and Responsibilities:

  • Handle all customer questions with regards to their personal insurance
  • Manage all billing and coverage inquires
  • Conduct annual account reviews at renewal
  • Review book of business for growth opportunities by account rounding, adding policy features and asking for referrals for new business
  • Follow all agency guidelines for quality customer service and continuously strive to provide the best possible customer experience
  • Collaborate with other members of the personal lines department
  • Ensure maximum retention by working to provide the best solutions for the client
  • Establish an understanding of all carrier websites

 Education and Experience Requirements:

  • College Degree Preferred.  High School Diploma or GED Required
  • Current Personal Lines License Preferred.  If not currently licensed, it is required within 3 months of employment.
  • Two or more years experience with a personal lines agency or insurance carrier.

Other Skills:

  • Strong working knowledge of Word, Excel and Microsoft Outlook preferred.
  • Ability to compose clear and concise written correspondence.
  • Ability to multi-task throughout the day
  • Experience with SinglePoint and the Registry a plus.

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