Personal Lines Account Manager

Boston, Massachusetts
$55k to $70k
Dec 21, 2020
Feb 01, 2021
Customer Service
Job Type
Full Time

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