Job Title: Commercial Lines Account Manager
Location: Massachusetts (Multiple Locations)
Position Overview: The Commercial Lines Account Manager will play a pivotal role in assisting our major key accounts with their service needs, managing existing accounts, and driving sales of commercial lines insurance policies. This position demands adherence to our quality and service standards and provides an opportunity for career advancement within a supportive and growth-oriented environment.
Key Responsibilities:
- Service and sales of commercial lines insurance policies, including quotable prospects provided
- Resolve client concerns and issues promptly and effectively
- Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, processing policy changes, handling premium collections, and addressing questions and concerns
- Account round existing accounts and refer accounts to the personal lines department (incentives available)
- Maintain client accounts using our agency automation system, Applied-Epic
- Document conversations, attach documents, send confirmations, and follow automation procedures
- Maintain follow-up and suspense system for outstanding orders and correspondence
- Respond to carrier requests for additional information in a timely manner
Requirements:
- Minimum of three years of experience in Commercial Lines insurance
- Effective communication skills with the ability to relate ideas to others
- Detail-oriented, deadline-driven, and capable of multi-tasking
- Proficiency in insurance agency management software, insurance rating software, and Microsoft Office
- Experience with Applied-Epic is a plus!
About Us: Kaplansky Insurance is a leading, dynamic, and growing insurance agency with 16 locations across Massachusetts. As one of the most respected and fastest-growing insurance agencies in the state, we are committed to fostering a positive and progressive work environment where our employees can reach their full potential and grow with our company. 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.
Why Join Kaplansky?
- Competitive Salary
- Commissions
- Bonuses
- KPI Incentives
- Career Advancement
- Paid Holidays
- Paid Time Off
- Continuing Education and Tuition Assistance
- Health, Dental, and Vision Insurance
- Life Insurance, Short and Long-Term Disability, 401K, and more!
Kaplansky Insurance is proud to be an equal opportunity employer.
If you are an experienced Commercial Lines professional looking for a long-term commitment in a thriving environment, apply today and take the next step in your career with Kaplansky Insurance!
Job Type: Full-time
Pay: $70,000.00 - $85,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
Application Question(s):
- What is your desired salary? Please enter a dollar amount.
Experience:
- Commercial Insurance Agency: 3 years (Required)
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
Ability to Relocate:
- Massachusetts: Relocate before starting work (Required)
Work Location: In person