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Arbella Insurance Group · 1 day ago

BIA - Account Manager, Premier Client Group - HYBRID

Southbury, CT

Full-time

Hybrid

Mid Level

$68K/yr - $78K/yr

Arbella Insurance Group is a leading property and casualty insurance provider, and they are seeking an Account Manager for their Premier Client Group. The Account Manager will focus on retaining and enhancing client relationships through personalized customer service and will be responsible for managing high net-worth customers across the agency’s footprint.

Insurance

Growth Opportunities

Responsibilities

Account Manager plays a key role in the successful evolution of the agency’s Premier Client Group, ensuring it delivers on our promise of exceptional services and offerings for all enrolled customers

Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages

Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures. Collect premium deposits and record payments

Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities

Counsel and provide advice to customers including, but not limited to identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries. Provide customer service & support within the agency on an 'as needed' basis

Achieve established customer retention and sales production goals related to the acquisition of client referrals for the Personal Lines sales team and the identification of cross-sell opportunities and referrals to the agency’s Life and Commercial Lines departments

Ensure new business consistent with the agency’s standards for acceptable, profitable business

Update the agency management system fully to document client interactions to ensure service team fully understands what is going on with clients’ portfolios, and to protect agency from errors and omissions

Properly follow established workflow and documentation standards

Follow up on suspense items in a timely manner

Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy

Prepare regular reports detailing activities and results as requested

Maintain proper insurance licensing

Maintain positive relationships with customers and co-workers

Perform other related duties as assigned

Qualification

PropertyCasualty LicenseCustomer ServiceAccount ManagementRisk AssessmentTechnology ProficiencySales SkillsInterpersonal SkillsCommunication SkillsTeam Collaboration

Required

Motivated, goal-oriented self-starters

Excellent interpersonal and communication skills

Ability to work alone and in a team environment

Experience working with Chubb, Pure and other high net-worth carriers

Maintain proper insurance licensing

Preferred

Candidates holding a MA and CT Property and Casualty license

Benefits

Profit share bonus program

Exceptional benefit and wellness programs

Career development

Flexible schedules

Company

Arbella Insurance Group

Voted a Boston Business Journal Best Place to Work since 2009! Founded in 1988 in Quincy, Massachusetts, Arbella provides affordable car, home, and business insurance in Massachusetts and Connecticut, and business insurance in New Hampshire and Rhode Island.

Founded in 2005