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Personal Lines Account Manager/Team Lead

Company: Jobot
Location: Peabody
Posted on: January 15, 2022

Job Description:

This Jobot Job is hosted by: Dana StarkAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.A bit about us:We are a small but rapidly growing insurance agency. Our goal is to create a challenging and rewarding work environment where both employees and customers have their goals and needs met. We believe in flexible work options, work life balance, and the opportunity for growth. This role has hybrid, in office and fully remote, capabilities.Why join us?Benefits and Perks --- Generous Flexible time off to use as you see fit, and company paid holidays --- 401k with up to 4% company match --- Medical, Dental, and Vision plan --- Term Life insurance provided at no cost to all full-time employees --- Educational development and employment growth opportunities --- Ability to make change and impact the culture of a small but growing organizationJob DetailsWe are a vibrant, young, and growing insurance Agency. We are looking for an experienced Personal Lines Account Manager/ Team Lead. Candidates should possess a positive and upbeat mentality as well as welcome new challenges. Our ideal candidate will be responsible for meeting the servicing needs of our existing client base, as well as training and delegating other service related tasks throughout the agency. We believe stellar customer service is an integral part of our organization, so process improvement suggestions from our personal lines team lead is part of the role. Account Managers are the main point of contact within our agency. We are looking for someone comfortable working in a fast-paced environment and who is looking to grow a small team.We provide a competitive salary along with a comprehensive benefits package.Responsibilities:

  • Train and onboard new customer service reps
  • Distribute customer service tasks appropriately to other CSR's within the agency
  • Monitor distributed tasks to make sure they have been completed properly
  • Remarket existing clients to other carriers within the agency as necessary
  • Develop process improvement strategies geared towards efficiency
  • Quote new business on behalf of the agency (and for sales reps when they areunavailable)
    • Reach out to cancelled and pending cancelled customers to get policies reinstated
    • Build rapport with all clients and educate them on their policies at renewal, includingemploying remarketing tactics to ensure better retention
      • Upsell and cross sell other lines of business to existing customers
      • Handle special projects as assigned
      • Improve current customer retention by adding value and conducting annual reviewswith clients
        • Handle office mail
        • Answer phones and emails in a timely manner
        • Process and issue personal lines binders and RTA Forms
        • Process endorsements and new business
        • Master all carrier systems/ websites/products/ for new business and endorsements
        • Other office duty tasks as applicableRequirements:
          • Property and Casualty or Personal Lines License
          • Excellent customer service skills
          • 2+ years in personal lines experience
          • Ability to work within multiple carrier sites fluently
          • Excellent verbal and written communication skills
          • Strong interpersonal, and organizational skills
          • In-depth knowledge of personal lines products and coverages
          • Strong computer skills and multi-tasking capabilitiesBenefits and Perks
            • Generous Flexible time off to use as you see fit, and company paid holidays
            • 401k with up to 4% company match
            • Medical, Dental, and Vision plan
            • Term Life insurance provided at no cost to all full-time employees
            • Educational development and employment growth opportunities
            • Ability to make change and impact the culture of a small but growing organizationInterested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Peabody , Personal Lines Account Manager/Team Lead, Executive , Peabody, Massachusetts

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