JL Connects
CEO | Professional Recruiter at JL Connects
We've partnered with a local independent agency to help expand their team as there is a need for a
Personal Lines Account Manager
to assist with a growing book of business. Ideal candidates have a few years of Personal Lines Insurance experience, particularly with High-Net-Worth accounts, familiarity with management systems such as Applied Epic, and hold an active
MA
Property & Casualty license . A summary of responsibilities can be found below along with additional information regarding the available benefits package: Responsibilities
Process endorsements, audits, policy changes, and maintain follow-up lists and policy details. Prepare and processes renewal information requests and certificates. Monitor communication with clients to manage or update information, provide quotes, bind coverages, and assist with potential cross-selling opportunities. Working knowledge of carriers such as: Berkley One, Chubb, Pure, Cincinnati, etc. Maintain client confidentiality, demonstrate integrity and a positive attitude, and help promote an engaging work environment. Medical, Dental, and Vision Insurance, Disability Insurance, Wellness Programs, etc. Seniority level
Mid-Senior level Employment type
Full-time Job function
Administrative and General Business Industries
Insurance Agencies and Brokerages Location
Waltham, MA
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We've partnered with a local independent agency to help expand their team as there is a need for a
Personal Lines Account Manager
to assist with a growing book of business. Ideal candidates have a few years of Personal Lines Insurance experience, particularly with High-Net-Worth accounts, familiarity with management systems such as Applied Epic, and hold an active
MA
Property & Casualty license . A summary of responsibilities can be found below along with additional information regarding the available benefits package: Responsibilities
Process endorsements, audits, policy changes, and maintain follow-up lists and policy details. Prepare and processes renewal information requests and certificates. Monitor communication with clients to manage or update information, provide quotes, bind coverages, and assist with potential cross-selling opportunities. Working knowledge of carriers such as: Berkley One, Chubb, Pure, Cincinnati, etc. Maintain client confidentiality, demonstrate integrity and a positive attitude, and help promote an engaging work environment. Medical, Dental, and Vision Insurance, Disability Insurance, Wellness Programs, etc. Seniority level
Mid-Senior level Employment type
Full-time Job function
Administrative and General Business Industries
Insurance Agencies and Brokerages Location
Waltham, MA
#J-18808-Ljbffr