Personal Insurance Account Manager

Posted 9 Days Ago
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Hudson, MA, USA
In-Office
Junior
Insurance
The Role
Manages personal insurance accounts by analyzing client needs, preparing quotes and proposals, selling new and expanded coverage, reviewing policies, explaining changes and exclusions, and handling service requests. Maintains knowledge of insurance products, carrier systems, rating procedures, and industry updates. Requires strong customer service, communication, organization, computer skills, and a Personal Lines or Property and Casualty license.
Summary Generated by Built In

Description

Looking for an exciting opportunity working with a supportive team? Explore our independent, family-owned Agency situated in popular downtown Hudson, MA, and discover the benefits of joining our Personal Insurance team as Account Manager. At Murphy Insurance, we prioritize treating you like part of the family! The hours for this full-time position are: M-TH 8am-4:30pm; F 8am-4pm.

What You'll Be Doing

Key Responsibilities:

  • Prequalifies and analyzes prospects' personal insurance needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.
  • Actively solicits increases in coverage or rounding out accounts through sales to clients. Recommends excess and surplus coverages, as needed, to meet client insurance needs.
  • Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs.
  • At each service contact, reviews current client coverages and recommends coverage and/or market changes to ensure high quality coverage.
  • Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current.
  • Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers.
  • Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.

Requirements

What We're Looking For


Knowledge & Skills Desired:

  • Strong customer service focus with a highly professional and timely manner
  • In-depth knowledge of insurance products and usage
  • Strong knowledge of rating procedures, coverage, and industry operations
  • Excellent computer skills with working knowledge of agency management software, insurance rating software and Microsoft Office
  • Must possess strong verbal and written communication and organizational skills
  • Must have the ability to handle multiple and changing priorities in a fast-paced team environment
  • Must possess a solid work ethic, strong attention to detail, and be a team player

Education & Experience:

  • Personal Lines or Property and Casualty (P&C) license required
  • Minimum of 2 years experience as a Personal Lines CSR or Account Manager required
  • Strong background in customer service oriented roles helpful
  • Bilingual ability is considered a strong plus

What We Offer


Benefits You'll Enjoy:

We believe in supporting our team both professionally and personally. Our comprehensive benefit package includes:

  • medical/dental/vision
  • HRA plan pays significant portion of medical deductible 
  • Flexible Spending Account
  • company paid life/STD/LTD
  • 401k company match
  • vac/sick/floater time off
  • educational support
  • 4pm close on Fridays
  • monthly office lunches
  • additional voluntary benefits

Check out our website & watch a video describing our amazing team and company culture.  You won't be disappointed! 

https://www.dfmurphy.com/about-us/Insurance-Careers.aspx

Skills Required

  • Personal Lines or Property and Casualty license
  • Minimum of 2 years of experience as a Personal Lines CSR or Account Manager
  • In-depth knowledge of insurance products and usage
  • Strong knowledge of rating procedures, coverage, and insurance industry operations
  • Working knowledge of agency management software, insurance rating software, and Microsoft Office
  • Strong verbal and written communication skills
  • Strong organizational skills and ability to manage changing priorities
  • Strong attention to detail, solid work ethic, and ability to work as part of a team
  • Strong customer service background
  • Bilingual ability
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The Company
78 Employees
Year Founded: 1937

What We Do

Murphy Insurance Agency is a family-owned, independent Massachusetts insurance agency serving individuals, families, and businesses. It provides personal, business, and financial insurance, including automobile, home, renters, business, and life coverage. The agency works with more than 25 carriers and has access to over 100 additional markets, enabling customized protection plans that help clients manage financial uncertainties, unforeseen circumstances, and risks.

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