Personal Lines Account Manager

Job Description

Job Description

About the Duffy Family of Insurance Agencies

Duffy Insurance is one of the fastest growing privately owned insurance agencies in Massachusetts. Founded in Lynn, MA in 1996 by the late Paul Duffy, Duffy Insurance Agency is a family insurance agency that services personal and commercial insurance customers throughout Massachusetts. We look for genuine kindness, a strong work ethic, and team players when adding to the Duffy Team. We take pride in offering a flexible customer experience that can be appreciated by both modern and more traditional customers. With a strong focus on personal relationships and community involvement, we provide personal service from our Greater Boston Area locations.

About the job:

Full Time (40 Hours per week) In-Office at our Lynn, MA location

The Personal Lines Customer Service Rep is responsible for;

Preparation of automobile registration forms (RTAs)

Binders

Payment processing

Processing of Policy Changes

Maintain accurate client account and contact information on agency management system

Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact

Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service

Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance

Requirements Include:

Three years experience in an independent property and casualty insurance agency based in Massachusetts.

Experience with AMS 360 is preferred

Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook

Attention to detail, deadlines and ability to multi-task

MA Brokers P&C License is Preferred

Professional designation preferred (CIC, AAI, CISR, CRM etc.)

Compensation:

Salary

PTO

401k contribution

Health Insurance

Dental Insurance

Continuing Education and Insurance professional licensing paid for by agency

Interested?

Great! Wed love to hear from you! Simply e-mail [email protected] with a copy of your resume.

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Preparation of automobile registration forms (RTAs)

Binders

Payment processing

Processing of Policy Changes

Maintain accurate client account and contact information on agency management system

Maintain follow-up and suspense items on a daily basis, creating clear and accurate activities after client/company contact

Work closely with producers and sales team to build strong client relationships and to enhance the quality of customer service

Compiles, organizes and maintains client information to process new business, renewals, endorsements and certificates of insurance

Three years experience in an independent property and casualty insurance agency based in Massachusetts.

Experience with AMS 360 is preferred

Must have working knowledge of insurance rating software, Microsoft Office, Excel and Microsoft Outlook

Attention to detail, deadlines and ability to multi-task

MA Brokers P&C License is Preferred

Professional designation preferred (CIC, AAI, CISR, CRM etc.)