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Personal Lines Account Manager

  • Location:


  • Sector:

    Sales & Marketing

  • Job type:


  • Salary:

    Up to US$75000 per annum

  • Contact:

    Garrett Pascoe

  • Contact email:

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Startdate:


Job Advert

Personal Lines Account Manager

About Our Client

Our client is a reputable, forward-thinking independent insurance agency located on Cape Cod, MA. Their mission is to deliver top-tier risk-management solutions to their community by embracing education and technology. As a people-centric agency, they prioritize the development and well-being of their team, both professionally and personally.

Key Responsibilities:

  • Promptly and professionally respond to customer inquiries.
  • Provide accurate information about our products and services.
  • Address and escalate customer concerns as necessary.
  • Maintain a positive and helpful demeanor with customers and colleagues.
  • Follow up with customers to ensure their satisfaction.
  • Record customer interactions and transactions according to agency standards.
  • Identify opportunities for account growth and cross-selling.
  • Cultivate strong relationships with influencers and insurance carriers.

Ideal Qualifications:

  • 2 years of client servicing experience in personal insurance preferred.
  • 2 years of experience in an insurance agency preferred.
  • Active MA Property & Casualty License preferred.
  • College degree preferred.
  • Insurance Designations preferred.
  • Excellent verbal and written communication skills.
  • Ability to collaborate in a team and work independently.
  • Positive attitude and enthusiasm for assisting others.
  • Detail-oriented with strong problem-solving skills.
  • Proficient in Microsoft Suite and Ring Central phone system.
  • Willingness to travel to MA office locations for training and as needed.

  • 401(k) 5%
  • Dental & Vision insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid training
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance
  • Work from home flexibility
  • Performance bonus

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We are Oliver James

We received an average rating of 9.1 from feedback by our clients and candidates.