Overview: The Account Manager will fulfill an integral role in developing cohesive relationships with clients by serving as an advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business (this is not a direct sales role). In addition, the Account Representative provides customer service by handling the day-to-day operations of clients' insurance needs.

Responsibilities:

• Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
• Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.
• Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.
• Prepares Renewal for clients including follow up on responses received.
• Assists in reconciling accounting discrepancies.
• Other duties as assigned.

Qualifications

• Degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
• Valid MA P&C brokers’ license
• Strong organization and communication skills
• Proficient in insurance agency management systems; EPIC preferred
• Extensive knowledge of MA Personal Lines carriers, coverages, and registry

Location:

· After the introductory period, this will be a Hybrid Role working 3 days in one of the BP&C offices and 2 days remote.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Parental leave

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work

Ability to Commute:

• Quincy, MA 02169 (Required)

Work Location: Hybrid remote in Quincy, MA 02169