Insurance Account Manager

Commercial Insurance Account Manager
The Getchell Companies is looking for an experienced insurance account manager/customer service representative. As a CSR, you will act as a liaison, provide product/services information and resolve any emerging problems that our clients might face with accuracy and efficiency.

Our agency handles a range of commercial insurance products, with a focus on complex coverage for niche industries, including transportation, waste remediation and manufacturing.

Our goal is to hire a dependable individual to join our experienced team, who is able to offer service that meets/exceeds our client's expectations.

Responsibilities

• Educates clients about policy coverage, changes, exclusions and insurance needs throughout the year and at renewal
• Efficiently manage incoming call/email volume
• Pre-qualifies prospective business clients according to agency standards.
• Prepare (including client outreach), applications to appropriate carriers; assist producer with follow-up with carriers and clients ahead of renewal
• Reviews policies and all documentation for accuracy and quality standards
• Assists clients with coverage changes, certificate requests, binders and endorsements, including working with the MA Registry of Motor Vehicles regularly
• Actively seeks referrals from current clients and cross-sells additional business services
• Manages non-renewals and cancellation requests
• Pro-active interest in insurance industry to stay informed on emerging trends, market appetite and products /regulatory changes to provide accurate information to agency and insureds
• In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service.

Skills

• Proven customer support experience or experience as a client service representative within the insurance industry
• Familiarity with Applied EPIC systems and practices
• Experience with Office Suite and PC computers
• REQUIRED: Comfortable with commercial insurance products, including but not limited to: business auto, commercial property/package, workers' comp, EPLI, business income/extra expense, GL, inland marine, builders risk, umbrella coverage, etc.
• Familiarity with forms and processes of the MA Registry of Motor Vehicles
• Knowledge of current insurance marketplace to help communicate and negotiate with underwriters under direction and supervision of licensed P&C producer
• Customer orientation and ability to adapt/respond to different types of characters
• Excellent communication & documentation skills
• Ability to multi-task, prioritize, and manage time effectively

Benefits

• Compensation based on experience
• Health Insurance
• STD/Accident/etc.
• 401k with employer match
• Profit Sharing bonuses
• Paid time off

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• Office

Education:

• High school or equivalent (Preferred)

Experience:

• relevant Commercial insurance: 2 years (Required)

License/Certification:

• P&C Insurance Producer License (Preferred)

Work Location: Hybrid remote in Stow, MA 01775