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Kingston

    Account Manager, Private Risk - Kingston, United States - Baldwin Risk Partners

    Baldwin Risk Partners
    Baldwin Risk Partners Kingston, United States

    Found in: Lensa US 4 C2 - 6 days ago

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    Description


    RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful.

    We work hard, brainstorm often, and laugh a lot.

    If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to youPrimary Functions:
    Provide exceptional service and insurance education to clientele through consultative approach. Focus is on exceeding client expectations. Maintain and communicate comprehensive understanding and awareness of personal lines insurance products and services. Demonstrate a drive to round, cross-sell, up-sell and refer business to, and within, the Agency.


    Duties and Responsibilities:


    Provide exceptional service, consultation and insurance education to clienteleProvide consultative approach to identify and respond to client needsAct with honesty and integrity to uphold RogersGray's mission and values in all Agency interactionsAct in compliance with Agency's fiduciary responsibilityDemonstrate and articulate thorough understanding of insurance products, services and coverageUnderwrite and evaluate risks to ensure proper coverage is placed Act in compliance with all agency required workflows, policies, procedures including all required documentationUnderstand and fully utilize available technologies and equipment to maximize service and efficiencyDocument all client and company activity in agency management systemActively round existing house accounts, ask for referrals and develop additional limits and coverage Review monthly renewal list and be sure policies are renewed and bound by expiration date Review and document expired policy list and return to Office Manager as requiredPerform duties in responsive, timely manner, escalating to manager when necessaryAssist and direct clients to appropriate resources in claim situationsUnderstand individual role in Agency disaster plan, and maintain own current manualOther duties as assignedQualifications:High School degree or GED equivalent, College degree preferredMA Property and Casualty licensure required, or able to obtain within 90days of hire dateComprehensive background and experience in all lines of Personal Insurance preferredExceptional customer service skillsStrong attention to detail and conscientious, thorough approach to workAbility to understand how details relate to "big picture" conceptsAbility to interact professionally and courteously with employees, clients, carriers and vendors etc.

    Strong oral and written communication skills Ability to take own initiative and be resourcefulExcellent ability to multi-task, problem solve, follow-up and adhere to deadlinesProfessional appearance and demeanorCalm, Professional conduct and mannerExhibits a love of learning and technologyTravel may be required between Agency locations as neededAbility to work additional hours in disaster situation.

    May include evenings, weekends, Holidays.

    Networking and community involvement encouragedSPECIAL WORKING CONDITIONS:
    Fast paced multi-tasking environment


    IMPORTANT NOTICE:


    This position description is intended to describe the level of work required of the person performing in the role and is not a contract.

    The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

    All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.


    EEOC (STATEMENT):

    BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.

    All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

    #LI-JL1Click here for some insight into our culture

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