Personal Lines Account Manager

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🕒 2 days ago

🗣️🇪🇸 Spanish Required

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Logo of Ironside Insurance Group

Ironside Insurance Group

11 - 50 employees

Founded 2012

⚕️ Healthcare Insurance

Healthcare Insurance

Ironside Insurance Group is a leading insurance agency founded in 2012, located in Boston's financial district. The company specializes in both personal and business insurance solutions, offering a wide array of products such as home, auto, flood, umbrella, and life insurance for individuals, as well as commercial property, general and professional liability, workers compensation, and cyber liability for businesses. Ironside is known for its strong client relationships built on honesty and integrity, and prides itself on fast response times and a reputation for excellent customer service. As an independent agent, they work with various leading insurance carriers to provide tailored coverage that meets clients' needs.

📋 Description

• Provide exceptional customer service by promptly responding to inbound calls and e-mails. • Aid in customer retention via multiple methods of contact and annual insurance policy reviews. • Proactively identify and process policy transactions and explain any resulting customer impact. • Assist with policy billing issues, including evaluating and making decisions regarding payment plan exceptions and any applicable fees, including initiating alternate payment arrangements. • Cross-sell additional insurance solutions as appropriate, as well as assist in policy rewrites/remarkets. • Process personal lines E&S policy renewals and collect payment for agency bill accounts. • Manage and utilize your time effectively to ensure the department meets required service levels for improved customer satisfaction results.

🎯 Requirements

• At least two years consistent personal lines account manager experience within an independent agency environment, handling multiple carriers. • Comfortable with identifying opportunities, asking for and closing the sale of additional insurance products & services. • Excellent communication and interpersonal skills combined with the ability to work independently and as part of a team. • Ability to both prioritize, as well as review, record and organize data from a variety of sources. • Working familiarity of Agency Management Systems (QQ is a plus) • Active P&C Insurance licensed in the State of Massachusetts • Familiarity with the Massachusetts Registry of Motor Vehicles (RMV) system • Fluent in Spanish • Bachelor’s degree

🏖️ Benefits

• Competitive compensation package to include: Base salary • Performance-based increases and bonus opportunities • 401k with up to a 4% company match (after 90 days) • Comprehensive health, dental and vision benefits with company contributions for both employees and their dependents • Group life insurance, short and long-term disability as well as accidental death insurance fully paid by Ironside • Generous flexible time off plan as well as paid holidays • Parental leave • 100% remote work environment, providing necessary equipment to help create your ideal workspace

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