Personal Lines Account Manager

Harrison Gray Search has partnered with a stable insurance brokerage that is looking for a Personal Lines Account Manager in East Providence, RI. This client has been around for almost 150 years, is owned by a Trust, and has the reputation of being one of the Best Places to Work in its respective territories.

Job Summary

This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance to new and existing Personal Lines clients.

Function as main point of contact for client. Address general questions, provide guidance on coverage and informs/educate clients on risk and exposures.Work in conjunction with Assistant Account Managers to process client transactions including but not limited to Applications, Quotations, Renewals, Cancellations, Endorsement Requests, Binders,Invoicing and follow up correspondence within agency and industry standards.Identify and solicit up sell and cross sell opportunities for new and existing clients.Work in conjunction with Assistant Account Managers to manage response to client inquiries, incoming mail, and carrier inquiries.Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.Utilize online company rating on carrier websites, upload endorsements and policies as needed.Manage Task list in ImageRight.Assist with Accounting discrepancies.Serve as back up to other Account Managers when requested.

What you bring to the table

Bachelor’s degree in a relative fieldAAI, AIS designations preferred3+ years’ experience in Insurance, preferably at an agency.Producer license is MandatoryFluency in MS Office products.Superior verbal and written communication skills.Strong knowledge of insurance coverage and terminology.Ability to multitask and operate in an ever changing environment is critical.Ability to work well in a team environment.Ability to communicate clearly, to work well with others, and to manage time effectively.

Benefits

Our client offers a competitive compensation package including base salary, annual bonus, 401 (k) match and generous profit-sharing plan. They also afford the opportunity to participate in Quarterly Sales Contests, attractive commission structure and annual Leader's Trip.

MedicalDentalVisionHSA, FSA and HRA plansLife, LTD, voluntary opportunities for Supplemental Life, Supplemental LTDPet InsuranceAccident and Critical Care, Legal, and Identity Theft servicesOpen-ended performance driven vacation and sick policyBeneficial Time OffRelaxed dress code