Personal Lines Account Manager

Duffy Insurance Agency, Inc

Lynn, MA

JOB DETAILS
SALARY
$55,000–$80,000 Per Year
SKILLS
Brokerage, Community Relations, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Evaluation, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Health Insurance, Insurance, Insurance Documentation, Insurance Rating Software, Microsoft Excel, Microsoft Office, Microsoft Outlook, Multitasking, Payment Processing, Professional License, Property and Casualty Insurance, Retirement Plan, Sales, Sales Management, Team Player, Time Management
LOCATION
Lynn, MA
POSTED
4 days ago

About the Duffy Family of Insurance Agencies


Duffy Insurance is one of the fastest growing privately owned insurance agencies in Massachusetts. Founded in Lynn, MA in 1996 by the late Paul Duffy, Duffy Insurance Agency is a family insurance agency that services personal and commercial insurance customers throughout Massachusetts. We look for genuine kindness, a strong work ethic, and team players when adding to the Duffy Team. We take pride in offering a flexible customer experience that can be appreciated by both modern and more traditional customers. With a strong focus on personal relationships and community involvement, we provide personal service from our Greater Boston Area locations.


About the job:


Full Time (40 Hours per week) In-Office at our Lynn, MA location


The Personal Lines Customer Service Rep is responsible for;


Preparation of automobile registration forms (RTAs)

Binders

Payment processing

Processing of Policy Changes

Maintain accurate client account and contact information on agency management system

Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact

Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service

Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance


Requirements Include:


Three years experience in an independent property and casualty insurance agency based in Massachusetts.

Experience with AMS 360 is preferred

Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook

Attention to detail, deadlines and ability to multi-task

MA Brokers P&C License is Preferred

Professional designation preferred (CIC, AAI, CISR, CRM etc.)


Compensation:


Salary

PTO

401k contribution

Health Insurance

Dental Insurance

Continuing Education and Insurance professional licensing paid for by agency


Interested?


Great! Wed love to hear from you! Simply e-mail BWalsh@Duffyins.com with a copy of your resume.

Salary Range: $55000.00 - $80000.00 per year


Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan


Responsibilities

Preparation of automobile registration forms (RTAs)


Binders


Payment processing


Processing of Policy Changes


Maintain accurate client account and contact information on agency management system


Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact


Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service


Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance


Requirements

Three years experience in an independent property and casualty insurance agency based in Massachusetts.


Experience with AMS 360 is preferred


Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook


Attention to detail, deadlines and ability to multi-task


MA Brokers P&C License is Preferred


Professional designation preferred (CIC, AAI, CISR, CRM etc.)


About the Company

D

Duffy Insurance Agency, Inc