This position will report to our agency located in Southborough, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.
Responsibilities:- Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts
- Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
- Act as the relationship builder with the account
- Communicate with carriers and insured to respond to their questions and/or issues
- Investigate audit discrepancies and explain them to insured and/or producer
- Understand the insured's business/operations
- Process policy changes as directed by producer or insured. Review endorsement documents issued by carrier for accuracy and forward to insured
- Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier
- Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer
- Prepare renewal marketing submissions and supplemental information needed for producers and insureds as needed.
- Market renewals when requested/needed
- Update producer as necessary, but minimally at renewal time
- Quality check all renewals - advise producer of material changes found on renewals or differences between quotes and policies and endorsements
- Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system
- Monitor billing and cancellation status of accounts
- Generate proof of insurance upon request on behalf of the insured
- Use discretion and judgement to direct processing tasks to Account Technicians
- Document all correspondence regarding the account in agency management system
- Any other function as established/directed by management
Qualifications:- College degree preferred.
- 3 or more years' experience in commercial lines account management
- MA P & C Producer License
- Good working knowledge of Microsoft Windows and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro, and Microsoft Outlook
- Ability to quickly learn and adapt to new technology and software
- Ability to respond promptly and efficiently to requests from clients and internal team members
- Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
- Ability to work independently and manage multiple projects simultaneously.
Benefits: - Compensation: $85,000-$90,000/yr.
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
