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Personal Lines Account Manager

Employer
Capstone Search Group
Location
Boston, Massachusetts
Salary
$55k to $70k
Closing date
Dec 21, 2020

View more

Category
Customer Service
Job Type
Full Time
Career Level
Experienced (Non-Manager)

Job Details

About the Role

As a Personal Lines Account Manager, you’ll join an independent agency’s personal lines division. Growing, and at capacity with current accounts, they need your help with day-to-day administration of accounts. You’ll support producers and a senior client manager. This is a mid-level position that offers a challenging step forward if you want to work on more affluent accounts. The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity.

Duties & Responsibilities

  • Gather information from clients to help with renewal preparation and remarketing/placement
  • Rate and quote through online carrier platforms
  • Deliver quotes to clients; compile information, paperwork and small presentation materials
  • Handle daily service requests (ID cards, COI and endorsements)

Skills & Experience

To be considered for this role you must offer:

  • Service exposure with individual homeowners, auto and umbrella as a CSR or Account Manager – agency side experience strongly preferred
  • Be familiar with policies, underwriting review and quoting business with multiple carriers
  • Comfortable with data entry in an agency management system, preferable Applied/EPIC
  • Can work in Excel to prepare premium/loss summaries
  • Must possess MA State Property and Casualty license

Compensation & Benefits

$55k to $70k + comprehensive benefits package

Company

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm).

Company info
Website
Telephone
5152165457
Location
10647 Justin Drive
Urbandale
IA
50322
US

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