Now Hiring - Commercial Lines Account Manager in Quincy, MA

Position Description:

MountainOne Insurance currently has a full-time Commercial Lines Account Manager position available on our South Shore. This position has the flexibility to be performed partially remote. We are seeking a friendly and proactive customer service professional to provide exceptional service in accordance with MountainOne’s customer service standards. 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. This position has the flexibility to be performed remotely

Key Accountabilities and 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.

Qualifications:

• High school diploma;
• Two years Commercial Insurance Experience;
• 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.

MountainOne is an Equal Opportunity Employer. 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).

MountainOne Bank is Member FDIC. Member DIF. Equal Housing Lender.

Insurance and Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

MountainOne Investments offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. MountainOne Investments and MountainOne Bank are not a registered broker-dealer or Registered Investment Adviser. MountainOne Bank and Commonwealth are separate and unaffiliated entities.

Job Type: Full-time

Pay: $20.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Experience:

• Commercial Insurance: 2 years (Preferred)

Work Location: Hybrid remote in Quincy, MA 02169