Cabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions; self-funded solutions or a combination of both. As a full-service insurance brokerage and consulting firm, we provide our clients a leading property, liability and employee benefits practice delivering best-in-class solutions and services. With Offices in Woburn and Cambridge, MA, Cabot Risk Strategies is easily accessible and employs 70 people. Please visit our web site at: https://www.cabotrisk.com

ACCOUNT MANAGER – Personal Lines

Summary

Responsible for servicing personal lines accounts as assigned by management. This includes servicing and processing all new business, renewals, and endorsements, as well as inputting all information into the agency computer system. Overall, acts as coordinator for client concerns and problems.

Essential Job Functions

• Services all accounts (quotes, new business, renewals, endorsements, and cancellations) as assigned by department management.
• Develops new business and renewal quotations and proposals for Client.
• Processes and services specifically assigned new business and renewals within department and company underwriting guidelines. Processing and servicing include invoicing, and assuring proper completion of original applications.
• Reviews and analyzes all incoming applications and accompanying documentation; if further documentation is required will work with Client and other company staff to assure timely completion.
• Assesses all inquires by Client, routine and non-routine. Assures proper follow-up of all requests within service standards set by management.
• Keeps renewal expiration list updated and processes all renewals on a timely basis.

Minimum Requirements

The following are required to enable the employee to perform the essential functions of the job.

• Skills/knowledge - Excellent communication skills required. Superior critical analysis required, including the ability to evaluate and determine account acceptability. Organizational skill and the ability to prioritize large volumes of work is critical. Knowledge of computer and word-processing essential, knowledge of Excel, AMS 360 and Sagitta a plus.
• Experience/education – Three years of experience either with personal lines insurance in either an agency or insurance company. Must have the ability to analyze and understand personal insurance products. P&C License.

Job Type: Full-time

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to Relocate:

• Woburn, MA 01801: Relocate before starting work (Required)

Work Location: In person