Account Manager -radius Insurance Group

Reposted 2 Months Ago
Be an Early Applicant
Mansfield, MA, USA
In-Office
70K-95K
Mid level
Fintech • Professional Services • Financial Services
The Role
Serve as primary client contact for commercial insurance accounts: handle policy changes, renewals, claims support, risk reviews, and issue COIs/binders while maintaining proactive communication with customers and carrier partners.
Summary Generated by Built In

Description

Role. In this role, you are the heartbeat of the rig Commercial Insurance Team. This role is critical to delivering superior customer experiences and ensuring consistent, proactive, top-notch communication with Customers and Carrier Partners. Proactive, timely, and clear communication and responsiveness are absolutely key to this role. Specific responsibilities include but are not limited to: 

Primary Duties:

 • Client Service: Act as the first point of contact for business owners to answer coverage questions and process policy changes (endorsements).

 • Policy Renewals: Track expiration dates, update policy information, and negotiate terms with insurance companies to keep clients protected. 

• Claims Handling: Gather information from the client and help them through the claims process. 

• Risk Review: Analyze a client's business to spot gaps in coverage and recommend extra protection. 

• Documentation: Issue certificates of insurance (COIs) and binders. 

Requirements

 Skills and Responsibilities. 

- Proficiency with Agency Management Systems and Microsoft Office; 

- Ability to Multi-task in a face-paced environment; - Excellent interpersonal skills (oral and written); 

- Strong attention to detail with the ability to work with a high degree of accuracy; 

- Strong critical thinking and problem-solving skills; 

- Ability to maintain confidentiality.

 - All employees are responsible for being familiar with and able to recognize common fraud scenarios or outright instances of fraud and reporting any reasonably suspected fraud to his/her direct manager and the AML Officer. Requirements. 

- A minimum of 2-4 years’ experience in a Commercial Property and Casualty Insurance setting  

Skills Required

  • Proficiency with Agency Management Systems
  • Proficiency with Microsoft Office
  • Ability to multi-task in a fast-paced environment
  • Excellent interpersonal (oral and written) communication skills
  • Strong attention to detail and high degree of accuracy
  • Strong critical thinking and problem-solving skills
  • Ability to maintain confidentiality
  • Familiarity with recognizing and reporting fraud/AML concerns
  • 2-4 years experience in a Commercial Property and Casualty Insurance setting
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The Company
HQ: Norwell, MA
281 Employees
Year Founded: 1999

What We Do

Radius Financial Group Inc. is a New England-based, full-service mortgage bank founded in 1999. It serves as a premier residential lending group, arranging loans and offering financing services across many states in the United States.

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