Share Email Opening Title Commercial Lines Account Manager  EOE Statement All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy and related conditions, sexual orientation, or gender identity), national origin, religion, age (40 and older), equal pay, disability or genetic information (including family medical history or genetic tests or services), and retaliation for filing a charge, reasonably opposing discrimination, or participating in a discrimination lawsuit, investigation, or proceeding. (Compliant with the new VEVRAA and Section 503 rules). Solely to help us comply with government record keeping, reporting and other legal obligations as required under these and other laws and regulations, we ask that you please fill out the Applicant Data record. This data is for analysis and affirmative action only. Submission of this information is voluntary. Failure to provide this information will not jeopardize or adversely affect any consideration you may receive for employment. We appreciate your cooperation. This data is for periodic government reporting and will be kept in a Confidential File separate from the Application of Employment.   Description The Commercial Lines Account Manager will play a key role in the daily operations of MountainOne Insurance Agency. In this important role, the CL Account Manager will provide friendly and helpful support and assistance to commercial lines insurance clients. It is the responsibility of the CL Account Manager to serve clients efficiently and professionally and to maintain a high level of industry knowledge and to know their customers and fully understand their needs. Primary Responsibilities: Actively perform exposure analysis/account reviews and discuss insurance needs with clients by phone, e-mail, written communication and in person; Work with agency Producers and Marketing Coordinator to coordinate client service needs. Manage, underwrite and market client accounts as needed; Participate in renewal meetings and actively manage the insurance renewal process for clients, including marketing, quoting, rating and placement; Document all communications and interactions with clients, carriers and others in the computer system; Address insured's questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person; Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information; Actively conduct account reviews; Round and upsell client account coverage. Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication; Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.; Work with staff, supervisors, and management to institute and implement departmental policies and procedures; Maintain compliance with all related company policies, standardized procedures and regulations; Continuing education to keep abreast of company, agency, and computer updates. Visit clients as needed to review insurance portfolio; Issue certificates, binders, etc. according to client's needs and complying with all laws and regulations. Handle insured's premium payments, via in-house or internet payment methods; Perform same work-related responsibilities to other company locations, as required. Any other duties as assigned.   Position Requirements High school diploma; Obtain and maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state; Understanding of insurance work methods and procedures; Ability to verbally effectively present information to clients, company and agency staff; Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks; Commitment to the company’s culture and established service standards; Ability to deal with and show discretion in confidential matters; 25% availability to travel outside of 25-mile radius and report to any office; Ability to sit, drive, bend, answer the phone, and perform computer input.   Location MountainOne-South St.   Full-Time/Part-Time Full-Time   This position is currently not accepting applications. To search for an open position, please go to http://MOUNTAINONEBANK.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Teller in North Adams, MA Posted on: 4/16/2024 [Apply Now] Universal Banker Representative in Williamstown, MA Posted on: 3/12/2024 [Apply Now] Follow us See who works here:

 

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