PERSONAL LINES ACCOUNT MANAGER
Company: Cabot Risk Strategies
Location: Woburn
Posted on: October 12, 2024
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Job Description:
Personal Lines Account Manager - Billerica Office Purpose and
Description Responsible for managing an assigned book of business
by means of servicing and processing all new business, renewals and
endorsements, and advising customers on coverage, products and
companies with a high level of customer satisfaction. Essential Job
Functions Understanding carrier appetite and product offerings for
optimal marketing and placing. Generating complete accurate quotes
and applications to secure a timely and rewarding experience for
new business customers. Ensure that all processing, policy issuance
and servicing is executed in adherence to Agency Procedures and
subject to company underwriting guidelines. Handle customer
inquiries with the ability to appropriately prioritize from high
level immediate needs to routine requests, with a consistent level
of excellent customer service. Work with Producers in reviewing and
analyzing all incoming applications and accompanying documentation;
if further documentation is required will work with Customer as
well as Producer to assure timely completion. Keep renewal
expiration list updated and process all renewals on a timely basis.
Cross sell existing accounts and upsell limits and coverages.
Support overall sales and marketing initiatives including all
personal lines campaigns. Minimum Requirements The following are
required to enable the employee to perform the essential functions
of the job. Skills/knowledge - Excellent communication skills,
critical analysis including the ability to evaluate prospects to
determine account acceptability, highly organized to manage large
book timely and accurately. Experience on AMS 360 platform or
similar is required. Experience/education ? 3+ years of Personal
Lines experience with an agency or company preferred.
Keywords: Cabot Risk Strategies, East Hartford , PERSONAL LINES ACCOUNT MANAGER, Executive , Woburn, Connecticut
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