Personal Lines Account Manager - Private Client Services. - Wellesley

Employment Type

: Full-Time


: Miscellaneous

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About the Role. Personal Lines Insurance Job in the greater Boston area. As a Personal Lines Account Manager- Private Client Services, you’ll join an independent agency’s High Net Worth division. Growing, and at capacity with current accounts, they need your help with day-to-day administration of accounts. You’ll support producers and a senior client manager. This is a mid-level position that offers a challenging step forward if you want to work on more affluent accounts. The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity. Duties & Responsibilities Gather information from clients to help with renewal preparation and remarketing/placement. Rate and quote through online carrier platforms. Deliver quotes to clients; compile information, paperwork, and small presentation materials. Handle daily service requests (ID cards, COI, and endorsements). Skills & Experience To be considered for this role you must offer:. Service exposure with private client group homeowners, auto and umbrella as a CSR or Account Manager – agency side experience strongly preferred. Be familiar with policies, underwriting review, and quoting business with multiple carriers. Comfortable with data entry in an agency management system, preferably Applied/EPIC. Can work in Excel to prepare premium/loss summaries. Must possess MA State property & casualty license. Compensation & Perks Target compensation $50k to $65k.

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