Personal Lines Account Manager

Job Description About the Duffy Family of Insurance Agencies Duffy Insurance is one of the fastest growing privately owned insurance agencies in Massachusetts. Founded in Lynn, MA in 1996 by the late Paul Duffy, Duffy Insurance Agency is a family insurance agency that services personal and commercial insurance customers throughout Massachusetts. We look for genuine kindness, a strong work ethic, and team players when adding to the Duffy Team. We take pride in offering a flexible customer experience that can be appreciated by both modern and more traditional customers. With a strong focus on personal relationships and community involvement, we provide personal service from our Greater Boston Area locations. About the job: Full Time (40 Hours per week) In-Office at our Lynn, MA location The Personal Lines Customer Service Rep is responsible for; Preparation of automobile registration forms (RTAs) Binders Payment processing Processing of Policy Changes Maintain accurate client account and contact information on agency management system Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance Requirements Include: Three years experience in an independent property and casualty insurance agency based in Massachusetts. Experience with AMS 360 is preferred Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook Attention to detail, deadlines and ability to multi-task MA Broker’s P&C License is Preferred Professional designation preferred (CIC, AAI, CISR, CRM etc.) Compensation: Salary PTO 401k contribution Health Insurance Dental Insurance Continuing Education and Insurance professional licensing paid for by agency Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Responsibilities Preparation of automobile registration forms (RTAs) Binders Payment processing Processing of Policy Changes Maintain accurate client account and contact information on agency management system Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance Requirements Three years experience in an independent property and casualty insurance agency based in Massachusetts. Experience with AMS 360 is preferred Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook Attention to detail, deadlines and ability to multi-task MA Broker’s P&C License is Preferred Professional designation preferred (CIC, AAI, CISR, CRM etc.) #J-18808-Ljbffr The Juris Agency