Business Client Insurance Account Manager (CSR)


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L.V. Toole Insurance Agency, Inc.
195 Main Street
P.O. Box 319
LEE, MA 01238


Company Description:
We are a small town insurance agency with a wide range of clients from our loyal neighbors to successful and accomplished individuals nationwide. We pride ourselves on providing excellent customer service and expert advice to our clients while preserving our solid reputation with our carriers.

Business Client Insurance Account Manager (CSR)
To Commensurate With Experience
Full Time
High School or Equivalent
Property and Casualty Insurance Producer License - Preference: Required

Local Professional Organization is searching for star employee to handle our larger Business clients. In this position you will have a unique opportunity to put your superior communications skills to work by providing a high level of professional customer service in all client transactions.
Knowledge, Skills and Abilities:
* Strong organizational skills and attention to detail with the ability to multitask
* Communication skills to interact by phone, email and in person
* Customer service experience
* Inclination to proactively identify and recommend areas of concern to customers and staff.
* Computer literate in Microsoft Office products

Job duties will include:
* New & Renewal Business Marketing
* Client Relationship Management
* Risk Analysis
* Maintenance of Accounts in Agency Management System
* Innovative Team Participation to Heighten Client Experience

* Professional presence, appearance and demeanor
* Minimum 5 years verifiable professional office work experience and history with references
* Desire to improve both professionally and personally.

If you are a team player and feel a sense of achievement in assisting clients and your co-workers then this is the perfect opportunity for you. Join us in this critical role as your dedication and professionalism will help us on our path of continued success and growth.