Account Manager - Boston, United States - Capstone Search Group Inc

Capstone Search Group Inc Boston, United States

1 week ago

Description

[vc_row][vc_column][vc_custom_heading text="About the Role" font_container="tag:

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vc_custom_ {margin-bottom:
50px important;}"] As a Personal Lines Account Manager , you'll join an independent agency's personal linesdivision. 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.

The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity.

[/vc_column_text][vc_custom_heading text="Duties & Responsibilities" font_container="tag:

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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)

[/vc_column_text][vc_custom_heading text="Skills & Experience" font_container="tag:

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To be considered for this role you must offer:

Strong personal lines experience, working with high net worth or affluent clients 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 and Casualty license

[/vc_column_text][vc_custom_heading text="Compensation, Benefits, & Perks" font_container="tag:

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vc_custom_ {margin-bottom:
50px important;}"] $75-90,000 + comprehensive benefits package + flexible hybrid WFH schedule [/vc_column_text][/vc_column][/vc_row]

Tagged as:
account coordinator, account manager, auto, customer service, homeowners, personal lines, umbrella

#J-18808-Ljbffr

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