https:/www.pcrecruiter.net/sitemap.xml - Boston, MA

posted 9 days ago

Full-time - Mid Level
Boston, MA

About the position

The Account Manager will be responsible for managing client relationships within the Commercial Lines or Personal Lines team. This role focuses on providing exceptional service, supporting the growth of the insurance portfolio, and ensuring client satisfaction through a deep understanding of insurance products.

Responsibilities

  • Act as the primary point of contact for clients, building and maintaining strong relationships.
  • Review, process, and manage new and renewal insurance policies for commercial or personal lines.
  • Communicate effectively with clients regarding policy changes, claims, and other inquiries.
  • Assist clients with the claims process, providing guidance and support from start to finish.
  • Identify opportunities for upselling or cross-selling additional products or services.
  • Prepare and present regular performance reports and analysis to clients.

Requirements

  • Bachelor's degree in Business, Finance, Insurance, or a related field preferred.
  • 2+ years of experience in account management, preferably in the insurance industry (commercial or personal lines).
  • Strong knowledge of insurance products and market trends.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proficient in Microsoft Office Suite and insurance management software.
  • Ability to manage multiple priorities and work in a fast-paced environment.
  • Insurance licenses as required by state regulations.
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