Now Hiring - Nesso Group - Personal Lines Account Manager in Milldale, CT

Full description of the position

At Nesso Group, we are a group of experienced and energetic finance and insurance professionals who bring a connected experience to our clients through an ecosystem of services, all under one roof, one team, and one mission. Our company’s core focus is to foster meaningful relationships while helping our clients with their lifelong insurance and financial needs by listening, educating, and helping them make the best decisions.

Our team is excited to welcome the next Personal Lines Account Manager, who will serve as the primary contact and liaison with personal line clients, managing the day-to-day servicing and retention.

Our commitment is first to our team and then to our clients.
We want you if you are:

• Excited to be Here – aware of the energy you bring
• Supporting and Positive – connect and be part of the team
• Humble and Genuine – encourage and strengthen those around you
• A Good Steward – care for all that is entrusted to you
• Servant-Minded – serve people with empathy
• Passionate to Grow – contribute to a culture of continuous improvement

Have you ever experienced a team where:

• Meals are eaten together in a commercial kitchen cooked by our partners and team.
• Themed Thursdays are determined by a spirit wheel.
• Community fundraisers and volunteer opportunities are endless.
• Team members are encouraged to take exercise and wellness classes at our onsite gym facility...on us!
• Fun and interactive team-building activities are happening as quickly as we can get them planned.

Have we sparked your curiosity?

As Personal Lines Account Manager you will:

• Provide extraordinary customer service
• Service and manage all aspects of personal lines client
• Promote growth of existing book through account rounding
• Market when necessary on renewal and new business
• Maintain clients / policies in agency management system
• Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
• Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Conduct annual account reviews
• Protects confidentiality of information
• Other duties as assigned

This is for you if you:

• Have strong oral and written communication skills.
• Demonstrate proficiency in MS Office: Word, Excel, Outlook.
• Have a strong work ethic – timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
• Can work independently while keeping open communication with the team.
• Are self-motivated.
• Enjoy organization and prioritizing workloads.

We’d like for you to have some experience.

• Personal Insurance: 2 years (required)
• Valid CT Personal & Casualty License (required)
• High school diploma or equivalent
• Excellent organizational, communication, and customer service skills

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Milldale, CT 06467: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Personal Lines: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person