Dizario Search ยท 1 day ago
Personal Lines Manager
Dizario Search is working with a client who is a leader in the commercial insurance market, seeking a Personal Lines Manager in the Greater Boston area. This role focuses on analyzing coverage needs, maintaining client relationships, and ensuring policy documentation accuracy.
Responsibilities
Review and analyze personal insurance accounts for appropriate coverage levels and policy limits; provide expert recommendations to clients
Develop, nurture, and maintain effective client relationships to ensure all service and coverage needs are consistently met
Identify and pursue opportunities for account growth through cross-selling, up-selling, and referral generation
Prepare accurate documentation, including policy applications, invoices, and quotes, in alignment with client specifications and agency standards
Ensure the accuracy and maintenance of client data within the agency management system
Qualification
Required
Proven experience servicing personal lines accounts within an insurance agency environment
Comprehensive knowledge of personal lines coverages, products, and carrier markets
Active Producer's license required
Company
Dizario Search
Headquartered in Northeast Ohio, Dizario Search supports clients in the manufacturing and distribution sectors nationwide.
Funding
Current Stage
Early StageCompany data provided by crunchbase