Personal Lines Account Manager Bridgewater - Criterion Executive Search
Bridgewater, MA
About the Job
Our client, a rapidly growing and unique insurance organization and one of the fastest-growing insurance brokers in the U.S., is seeking a highly motivated and customer-focused Personal Lines Account Manager to join their team. As the Personal Lines Account Manager, you will be responsible for efficiently managing a high-volume generalist book of insurance business. Please note that this position is on-site, based in Bridgewater, MA.
Responsibilities:
• Manage a high-volume Personal Lines Insurance portfolio efficiently, ensuring accuracy and timeliness.
• Cultivate client loyalty by delivering exceptional service, maintaining professional communication, and handling renewals, service requests, claims, billing, and new policies.
• Maintain a deep understanding of market dynamics, including appetites, underwriting guidelines, and procedures.
• Thoroughly review applications, policies, endorsements, and audits for precision, conduct comprehensive loss/claim analyses, and coordinate expiration lists for renewal business.
Qualifications:
• Bachelor's degree or equivalent work experience.
• Minimum 3 years of experience
• Mandatory Property & Casualty License, valid driver's license, and insurance coverage.
• Proficiency in administrative tasks (Microsoft Office: Word, Excel, and PowerPoint) and experience with agency management software (e.g., Applied/Epic).
• Ability to work independently and collaboratively within a team, strong multitasking, problem-solving skills, and a professional demeanor with a commitment to a positive attitude.
The position is based in Bridgewater, MA, and is fully in office, however, hybrid might be considered for the right candidate. In this role, there is a competitive salary and an attractive benefits package. As part of their team, you will have access to health insurance coverage to ensure your well-being, and they value work-life balance by offering a generous paid time off (PTO) policy. To support your long-term financial security, our client provides a 401K matching program for retirement savings.
Responsibilities:
• Manage a high-volume Personal Lines Insurance portfolio efficiently, ensuring accuracy and timeliness.
• Cultivate client loyalty by delivering exceptional service, maintaining professional communication, and handling renewals, service requests, claims, billing, and new policies.
• Maintain a deep understanding of market dynamics, including appetites, underwriting guidelines, and procedures.
• Thoroughly review applications, policies, endorsements, and audits for precision, conduct comprehensive loss/claim analyses, and coordinate expiration lists for renewal business.
Qualifications:
• Bachelor's degree or equivalent work experience.
• Minimum 3 years of experience
• Mandatory Property & Casualty License, valid driver's license, and insurance coverage.
• Proficiency in administrative tasks (Microsoft Office: Word, Excel, and PowerPoint) and experience with agency management software (e.g., Applied/Epic).
• Ability to work independently and collaboratively within a team, strong multitasking, problem-solving skills, and a professional demeanor with a commitment to a positive attitude.
The position is based in Bridgewater, MA, and is fully in office, however, hybrid might be considered for the right candidate. In this role, there is a competitive salary and an attractive benefits package. As part of their team, you will have access to health insurance coverage to ensure your well-being, and they value work-life balance by offering a generous paid time off (PTO) policy. To support your long-term financial security, our client provides a 401K matching program for retirement savings.
Source : Criterion Executive Search