Personal Lines Account Manager
Ironside Insurance Group
full-time
Posted on:
Location Type: Remote
Location: Connecticut • Florida • United States
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Salary
💰 $55,000 - $65,000 per year
About the role
- Provide exceptional customer service by promptly responding to inbound calls and e-mails.
- Aid in customer retention via multiple methods of contact and annual insurance policy reviews.
- Proactively identify and process policy transactions and explain any resulting customer impact.
- Assist with policy billing issues, including evaluating and making decisions regarding payment plan exceptions and any applicable fees, including initiating alternate payment arrangements.
- Cross-sell additional insurance solutions as appropriate, as well as assist in policy rewrites/remarkets.
- Process personal lines E&S policy renewals and collect payment for agency bill accounts.
- Manage and utilize your time effectively to ensure the department meets required service levels for improved customer satisfaction results.
Requirements
- At least two years consistent personal lines account manager experience within an independent agency environment, handling multiple carriers.
- Comfortable with identifying opportunities, asking for and closing the sale of additional insurance products & services.
- Excellent communication and interpersonal skills combined with the ability to work independently and as part of a team.
- Ability to both prioritize, as well as review, record and organize data from a variety of sources.
- Working familiarity of Agency Management Systems (QQ is a plus)
- Active P&C Insurance licensed in the State of Massachusetts
- Familiarity with the Massachusetts Registry of Motor Vehicles (RMV) system
- Fluent in Spanish
- Bachelor's degree
Benefits
- Competitive compensation package to include: Base salary
- Performance-based increases and bonus opportunities
- 401k with up to a 4% company match (after 90 days)
- Comprehensive health, dental and vision benefits with company contributions for both employees and their dependents
- Group life insurance, short and long-term disability as well as accidental death insurance fully paid by Ironside
- Generous flexible time off plan as well as paid holidays
- Parental leave
- 100% remote work environment, providing necessary equipment to help create your ideal workspace
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
personal lines account managementpolicy transactions processingpolicy billing issue resolutioncross-selling insurance solutionspolicy renewals processingdata organizationsales closing
Soft Skills
customer servicecommunication skillsinterpersonal skillsindependent workteam collaborationtime managementprioritization
Certifications
Active P&C Insurance licenseBachelor's degree