Sales Representative Title and Escrow - Equity Title Co - Glendale, CA
Knowledge Anywhere
Personal Lines Account Manager
BayCoast Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteSalary
💰 $42,532 - $57,000 per year
Job Level
Mid-LevelSenior
About the role
- Handles and process new and renewal personal lines business.
- Provides in-house customer service to clients as assigned and requested.
- Works with producers on new business and renewals.
- May process direct bill daily deposit.
- Reviews accounts and informs and educates clients about coverage, exclusions and exposures.
- Conducts annual account reviews.
- Monitors renewal process by verifying all policies listed on the expiration list have been renewed or rewritten and remarketed as needed.
- Receives phone calls from clients and companies regarding insurance, claims or administrative problems, and complies with the request and/or refers to the producer when necessary.
- Keeps producers fully informed of all important activities on their accounts.
- Maintains a suspense system to follow up on outstanding endorsements, new business policies and correspondence and follows up on overdue suspense items.
- Maintains electronic and/or paper files in an orderly, up-to-date manner with full policy detail and uses the system for all notes and diaries.
- Is proficient and stays current with the Agency Management System, policies and procedures, and all other pertinent software programs.
- Attends appropriate internal and external meetings relating to banking and insurance.
- Sells insurance products with the ability to earn commissions.
- Embraces the Bank’s commitment to SOLUTIONS by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Financial, and BayCoast Mortgage.
- Performs additional duties at management’s request.
Requirements
- Works as a team member to achieve department goals and overall company goals.
- Handles and process new and renewal personal lines business.
- Provides in-house customer service to clients as assigned and requested.
- Works with producers on new business and renewals.
- May process direct bill daily deposit.
- Must be licensed per state requirements.
- Good communication skills both verbal and written.
- Has a thorough understanding of personal lines underwriting and coverages.
- Has the ability to perform multiple tasks in a complex working environment accurately and proficiently.
- Possesses above average computer knowledge and skills.
- Has knowledge and experience necessary for independent decision-making ability.
- Attends educational seminars.
