Personal Lines Insurance Account Manager

McGlynn & AssociatesSudbury, MA, US

30+ days ago

Job type

Full-time

Job description

Job Description

Join the team at McGlynn & Associates , a dynamic and growing full-service insurance agency dedicated to providing exceptional service to our clients. With a focus on personal lines insurance, we pride ourselves on our commitment to professionalism, teamwork, and client satisfaction. If you're passionate about the insurance industry and ready to take the next step in your career, we want to hear from you.

We are currently seeking 2 Personal Lines Insurance Account Manager to join our team. This full-time position offers a competitive salary, with a base pay of $65,000 per year for newly licensed candidates and $80,000 per year for experienced candidates with 1-3 years of work history in Personal Lines. As a key member of our team, you will be responsible for managing client accounts, providing expert advice on insurance products, and ensuring that our clients have the coverage they need to protect what matters most to them.

Apply Today! Join our team and be part of a dynamic and supportive work environment where your contributions are valued and your career growth is encouraged.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Hands on Training

Retirement Plan

Flexibility with Work Location (Home location 2 Days per Week)

Monday - Friday (8 : 15am - 4 : 30pm) Work Schedule

Weekends Off

Professional Development

Professional Work Environment

Insurance Education Reimbursement Program

Flexible Health Spending Account

Equipment Provided

Responsibilities

Provide comprehensive insurance education and guidance.
Identify opportunities to upsell additional products to existing clients.
Process insurance policy payments accurately and efficiently.
Maintain accurate and up-to-date client records.
Prepare and issue insurance documents promptly and accurately.
Facilitate policy changes and updates based on client requests.
Implement retention strategies to foster loyalty and satisfaction.

Requirements

Must have previous Customer Service experience to be considered.

Preferred candidate will have 1-3 years of Personal Lines Insurance Experience.

Experience using agency management systems to organize and manage client information.

Meticulous attention to detail in all tasks and responsibilities.

Capable of handling multiple tasks simultaneously.

Collaborative and supportive team member who fosters a positive work environment.

Clear and effective communication skills, both written and verbal.

Demonstrates professionalism and respect in all interactions within the office environment.

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Personal Lines Account Manager • Sudbury, MA, US