• Responsible for Assigned Client Book of Business
• Proactive Client Services
• Proactive Renewal Account Reviews
• Account Risk Management
• Quoting and executing new business policies
• Department has a quality control person to handle the processing
• Department has a reactive client services person to handle billing and quick questions leaving the account manager time for proactive service.
• Maintains designated retention levels for existing book of business by reviewing accounts, making recommendations, explaining the importance of having all lines of insurance with one Agency.
• Reviews client’s current policies, recommends protection, quotes recommended limits.
• Services existing accounts including responding to client requests and inquiries; processing policy changes; binder preparation; billing questions; claims; and coverage inquiries.
• Explains, selects and places insurance coverage for clients. Explains products and Agency services.
• Maintains accurate records of all client interactions and transactions by recording details of all inquiries, calls, office visits, complaints and actions taken in Management system.
• Resolves client issues in a timely manner and provides appropriate follow-up.
• Recommend changes, and rewriting of policies when necessary
• Maintains open activity/suspense list on a daily basis
• Educates clients about agency referral program.
• Asks clients for referrals.
• Maintains a positive working relationship with our Clients, our team, carrier underwriters and wholesale brokers.

Work Remotely

• Hybrid Opportunities

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

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

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Do you have any Insurance industry designations? If so, please name them.

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Ability to Relocate:

• Worcester, MA: Relocate before starting work (Required)

Work Location: In person