Now Hiring - Kaplansky Insurance Agency - Commercial Lines Account Manager in North Smithfield, RI

Full description of the position

We are an established, dynamic, growing Insurance Agency that is looking for experienced candidates who are seeking a long-term commitment in a positive and progressive work environment where they can reach their potential and grow with our company.

The Commercial Lines Account Manager is responsible for assisting our major key accounts with service needs and making changes to existing accounts; meeting service and sales delivery standards, and performing essential functions to the quality and service standards developed by the agency.

Why Join Kaplansky:

• Competitive Salary
• Commissions
• Bonuses
• KPI Incentives
• Career Advancement
• Paid Holidays
• Paid Time Off
• Continuing Education and Tuition Assistance
• Health, Dental Insurance & Vision
• Life Insurance, Short and Long-Term Disability, 401K, AND more!

Requirements Include:

• Effective communicator with proven skills relating to ideas to others.
• Three years or more of Commercial Lines experience.
• Detail, deadline, and multi-task oriented.
• Must have a working knowledge of insurance agency management software, insurance rating software, and Microsoft Office.

Responsibilities Include:

• Service of commercial lines insurance policies
• Sales of commercial lines insurance policies (quotable prospects provided)
• Ability to resolve client concerns and issues
• Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
• Account round of existing accounts (commissions plus incentives)
• Refer accounts to the personal lines department (incentives)
• Maintain client accounts on agency automation system Applied-Epic, document conversations, properly attach documents in Epic, send confirmations to insureds, and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.

Applied Epic experience is a plus!

About Us

At Kaplansky, we believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business delivering results to our clients and driving our company to success. We make it our job to treat them well.

With 16 locations, Kaplansky Insurance is proud to be one of the most respected and fastest-growing insurance agencies in Massachusetts.

We are proud to be an equal opportunity employer.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Application Question(s):

• What is your desired salary? Please enter a dollar amount.

Experience:

• Insurance Agency: 3 years (Preferred)

License/Certification:

• Life Insurance License (Preferred)
• P & C (Required)

Ability to Commute:

• North Smithfield, RI (Required)

Ability to Relocate:

• North Smithfield, RI: Relocate before starting work (Required)

Work Location: Multiple locations