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
- 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
Vacancy posted 2 days ago
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