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BayCoast Bank · 2 months ago

PERSONAL LINES ACCOUNT MANAGER

Swansea, MA, US

Full-time

Hybrid

Mid Level

$43K/yr - $57K/yr

BayCoast Insurance LLC is seeking a Personal Lines Account Manager to join our growing team. In this role, you will manage a book of business while building strong relationships with clients and ensuring exceptional service. You will also stay informed on industry trends and collaborate with various teams to achieve the best client outcomes.

BankingFinanceFinancial ServicesVenture Capital

Responsibilities

Manage an assigned book of business with a focus on accuracy, retention, and efficiency

Build and maintain strong relationships with clients by providing timely and professional service

Counsel clients on coverage options, identify opportunities to enhance protection, and assist with re-marketing when necessary

Process all transactions, including endorsements, renewals, cancellations, reinstatements, and new business submissions

Maintain complete, accurate documentation and activity notes in Agency Management System

Collaborate with carriers, underwriters, and internal teams to ensure the best possible client outcomes

Stay informed on industry trends, carrier underwriting guidelines, and agency procedures

Perform additional responsibilities as assigned to support agency goals

Qualification

Personal lines insuranceAgency Management SystemsCommunication skillsMicrosoft OfficeAttention to detailProfessionalismHigh-volume environmentProblem solvingTeamworkTime managementIntegrity