Murphy Insurance Agency · 2 months ago
Commercial Lines/Business Insurance Account Manager
Medway,MA,US
Full-time
Onsite
Mid Level
$65K/yr - $85K/yr
3+ years expMurphy Insurance Agency is seeking a Commercial Lines/Business Insurance Account Manager to assist customers in identifying their insurance needs and providing the best value for their business. This role involves proactive sales and service, including educating clients about policy coverage and maintaining long-term relationships.
Auto InsuranceLife InsuranceProperty Insurance
Responsibilities
Informs and educates clients about policy coverage, changes, exclusions and insurance needs
Pre-qualifies and analyzes prospective business clients according to agency standards
Prepares, completes and submit applications to carriers; develop summaries, proposals and provide technical support in coordination with Producer(s); and responsible for follow-up with carriers and clients
Reviews policies and all documentation for accuracy and quality standards
Assists clients with coverage changes, certificate requests, binders and endorsements; uses each contact as an opportunity to review needs and cross-sell appropriate services
Responsible for existing client account review and renewal process including client contact, remarketing and proposals
Actively seeks referrals from current clients and utilizes internal database to generate new businesses
Cross-sells additional business services and refers clients to personal and financial services teams
Manages non-renewals and cancellation requests in order to retain business where appropriate
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Qualification
Required
Strong customer service focus with a highly professional attitude and approach to business
Full knowledge of business insurance markets and products including rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
Excellent computer skills with knowledge of agency management software and insurance rating software; proficient in Microsoft Suite office software; working knowledge of Applied EPIC agency management system a plus
Must possess strong verbal and written communication and organizational skills
Must have the ability to handle multiple and changing priorities in a fast-paced team environment
In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service
3+ years experience as Commercial Lines Account Manager
Property & Casualty (P&C) license required
High School diploma required
Preferred
College degree desirable
Bilingual ability is necessary - Spanish or Portuguese preferred
Benefits
Medical, dental, vision
HRA plan pays significant portion of medical deductible
Company paid life/STD/LTD
401(k) with company match
Paid vacation, sick, floating holiday
Educational support for licensing and professional development
Early 4pm close on Fridays
Monthly office lunches
Access to additional voluntary benefits
Company
Murphy Insurance Agency
Murphy Insurance Agency provides individuals, families and businesses insurance services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase