Personal Lines Account Manager (Aronson Insurance)

Job Title :

Personal Lines Account Manager

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.

Agency / Platform :

Aronson Insurance / New England

Location : Needham, MA

Needham, MA

Job Summary :

Proactively develop long term relationships which benefit our clients, carriers and the organization. Providing superior customer service to new and existing clients.

Handle and process new and renewal personal lines business and ensure account retention.

Essential Responsibilities :

• Counsel prospective clients for the purpose of examining current coverage and determining insurance needs.
• Prepare quotes for customers and prospects.
• Anticipate future needs for established clients to renew and upgrade accounts.
• Perform advanced coverage analysis.
• Handle phone calls from clients and companies regarding insurance and policy changes, counsel on coverage gaps, recommend any changes in coverage that appear necessary or desirable, account round, and comply with requests.
• Update computer for cancellations and reinstatements.
• Obtain reason for cancellation and document system.
• Input past due notices into activities.
• Prepare Personal Lines renewal applications or issue renewals as required, includes processing on agency management system.
• Underwrite new and renewal business, including documentation such as MVR’s, loss history, inspection reports, appraisals, ITV’s, etc.
• Ensure complete company submission of application(s), photos, appraisals, etc. for policy issuance.
• Input customer applications into the agency management system from the carrier rating applications.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
• Participate in all Personal Lines meetings as required.
• Scanning, attaching, and download retrieval daily.
• Provide backup assistance when a co-worker is out.
• Be familiar with and follow agency E&O guidelines.
• Promote agency and insurance industry in the community.
• Develop positive long-term relationships with clients, underwriters, and company personnel.
• Work as a team with other staff members to achieve production and agency goals.
• Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance.
• Perform other specific duties and projects as assigned by agency management.

Qualifications :

• Candidates should have a Bachelor’s degree and two years previous experience in Personal Lines insurance, however, appropriate experience may be substituted.
• Must hold P&C insurance designation(s).
• Must have excellent interpersonal and communication skills and ability to translate insurance speak to common language.
• Must possess excellent organizational and customer service skills.
• Must be able to effectively manage multiple tasks.
• Must be able to operate efficiently in Microsoft Office 365, carrier websites, other software, and the internet.
• Must be comfortable in a paperless work environment.

Physical Demands and Working Conditions :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to remain in a stationary position 50% of the time.
• The person in this position needs to occasionally move about inside and outside the office to visit another office, etc.
• Constantly operates a computer and other office productivity machinery, such as copy machine, and computer printer.
• The person in this position frequently communicates with staff, clients, and carriers. Must be able to exchange accurate information in these situations.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.

All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.

This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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