MountainOne · 2 months ago
Personal Lines Account Manager
Williamstown, MA
Full-time
Hybrid
Mid Level
$50K/yr - $75K/yrMountainOne Insurance Agency is growing and seeking experienced Personal Insurance Professionals to join their team. The Personal Lines Account Manager will be responsible for discussing insurance needs with clients, maintaining accurate client data, and ensuring compliance with company policies and procedures.
BankingFinancial ServicesVenture Capital
Responsibilities
Discuss insurance needs and policy coverages with clients via phone, e-mail, written communication, and in person
Document all communications and interactions with clients, carriers and others in the computer system
Address insured’s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person
Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information
Actively conduct account reviews
Round and upsell client account coverage
Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication
Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc
Work with staff, supervisors, and management to institute and implement departmental policies and procedures
Maintain compliance with all related company policies, standardized procedures and regulations
Continuing education to keep abreast of company, agency, and computer updates
Any other duties as assigned
Handle insured’s premium payments, via in-house or internet payment methods
Perform same work-related responsibilities to other company locations, as required
Qualification
Required
High school diploma
Obtain and maintain MA Property & Causality Insurance Broker's License and any other license as required by residence state
Understanding of insurance work methods and procedures
Ability to verbally effectively present information to clients, company and agency staff
Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks
Commitment to the company's culture and established service standards
Ability to deal with and show discretion in confidential matters
25% availability to travel outside of 25-mile radius and report to any office
Ability to sit, drive, bend, answer the phone, and perform computer input
Company
MountainOne
MountainOne is a banking, insurance and investments firm.
Founded in 1848
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Fraser
President & CEO
Jonathan Denmark
Executive Vice President
Recent News
2025-09-23
Company data provided by crunchbase