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Personal Lines Account Manager
Job Description
Key Responsibilities:
- Offer exceptional service to clients, prospective clients, and guests by following all the necessary guidelines and company policies.
- Gather info and use our software to create quotes for insurance. You’ll work with underwriting guidelines and other online tools to make sure the quotes are a good fit for each client.
- Have friendly, confident conversations with clients about their options and make thoughtful recommendations for new policies or changes to their existing coverage. Be ready to answer common questions.
- Help clients through the claims process, using the company's resources and software. You'll also work with adjusters, handle paperwork, and ensure claims are handled quickly.
- Take ownership of your client portfolio, always aiming to provide great service and live up to our company motto of exceeding customer expectations.
- Perform annual policy reviews and work on keeping clients by offering other carrier options when necessary.
- Handle new business opportunities from leads, web inquiries, and client calls.
- Look for ways to cross-sell or up-sell to existing clients by reviewing their policies and asking the right questions to make sure they're getting the coverage they need.
- Be able to explain insurance terms and concepts to clients in a way that's easy to understand, so they know what their coverage entails.
- Represent the agency at local community and professional events to help promote our services.
- Follow all regulatory compliance and company policies.
- Keep up with required training and continuing education to maintain your P&C license. (licensure required within 6 months of starting- agency to assist with this)
- Provide coverage at other locations when needed.
- High School diploma or equivalent.
- At least two years of insurance experience is a plus.
- Must complete P&C licensing within 6 months of starting.
- Excellent communication, phone skills, customer service, and organizational abilities.
- Attention to detail and the ability to juggle multiple tasks.
- Proficient with MS Office (Word, Excel, Outlook).
- Professional appearance and the ability to handle confidential information with care.
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Meet Your Recruiter
Guin Griswold
Director of Employment Services
I recently returned “home” to MOLARI and the Berkshires after time spent recruiting in larger markets and corporate environments. I’ve always loved the personal touch that working at MOLARI affords me. It starts from the top, Gail truly cares about this community and putting people first, so she encourages us to work with our clients and candidates alike in that same spirit.
Guin provides an important link between MOLARI’s Employment Services team and the Berkshire businesses whose staffing needs are served. She maintains relationships with long-time clients and continues to build relationships with businesses throughout the Berkshires. Guin digs deep to thoroughly understand the client's staffing needs. She shares all that she learns with the team to ensure MOLARI employees sent to clients will fit each client’s needs and culture. As a member of the Management team, Guin brings her vast experience in the staffing industry with an eye toward the continued growth of MOLARI’s Employment Services Division.