Now Hiring - Gates Insurance Agency Inc - Professional Services Insurance Property & Casualty Account Manager in Wakefield, RI

Full description of the position

Job Summary:

The primary function of this position is to meet the overall insurance needs of our clients. The Commercial Lines Account Manager must provide prompt, accurate, professional service to our clients, producers and company personnel in order to maintain and grow our commercial lines book of business.

Primary Responsibilities:

· Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.

· Maintain all client files in the agency management system will full policy detail and use the system for all transactions, notes, activities and suspense’s.

· Respond to client inquires, incoming mail, company requests and producers’ needs on a timely basis.

· Collect renewal data on assigned accounts, maintaining expiration reports.

· Review new business, renewals, endorsements to insure items were received as ordered.

· Assist clients with claim reporting.

· Respond to billing inquiries.

· When/if applicable, quote and place new business from referrals, walk-ins and call-ins, as needed.

· Assist producers with retaining existing accounts, obtaining alternate quotes/rewriting lines of business as needed.

· Answer, screen and forward incoming calls as secondary to the receptionist.

Other responsibilities may be required that are common to a Commercial Lines Account Manager.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• Health insurance
• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Wakefield, RI: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Property and Casualty License (Required)

Work Location: In person