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Personal Lines Account Manager - Private Client Services

Company: Capstone Search Group
Location: Wellesley
Posted on: October 21, 2019

Job Description:

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 & ResponsibilitiesGather 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 & ExperienceTo 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 & PerksTarget compensation $50k to $65k

Keywords: Capstone Search Group, Worcester , Personal Lines Account Manager - Private Client Services, Executive , Wellesley, Massachusetts

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