Personal Lines Account Manager

Varite Inc

Soderberg Insurance Services is looking for Personal Lines Account Manager to join their team in Lynnfield, MA.

Schedule: In- person Monday- Friday 8:30-5:00.

Description

You will work as a member of a team of experienced, talented and passionate Commercial and Personal Lines Insurance Advisors. that provide outstanding service to our Clients. Below are some of the responsibilities that this role will have regularly:

Manage a book of business of existing clients
Document information in our internal client database (TAM)
Assist with policy changes and cancellations
Assist with preparing quotes, and presenting quotes to clients/prospects
Process client payments
Follow-up on client payments
Work directly with our Insurance carrier partners and clients

Requirements

The successful candidate will be, self-motivated and be proactive in handling responsibilities. The candidate will be passionate for providing outstanding customer service both internally and externally. The successful candidate will have the following traits/experience:

Must have a minimum of 3 years experience working in personal lines specifically for an independent insurance agency
Ability to prioritize your work everyday, and complete top priorities on-time
Ability to learn and adapt to technology quickly
Open to receiving regular constructive feedback relating to your performance
Must have a very friendly, positive and upbeat personality
A true passion for providing outstanding customer service at all times
Strong tendency to always exceed expectations
Significant ability to multi-task detailed and complex work
Experience using Applied TAM would be a bonus
The passion for growing into a leadership position

Apply

Vacancy posted 2 days ago

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