Insurance Agency Account Manager

We are an independent insurance agent located in downtown Winchester looking for an experienced Insurance Account Manager or Client Services Representative to help us provide accurate, timely, friendly responses to customer service inquiries to help maintain and grow our clients’ trust.

Job Responsibilities:

 Create and maintain relationships with clients to best meet their insurance requirements

 Quote new business

 Evaluate coverage and determine insureds’ needs

 Manage existing client accounts

 Issue binders, certificates of insurance, endorsements, and other policy documents

 Interact with Registry of Motor Vehicles agency portal

 Find opportunities to cross-sell insurance products

 Assist with claims processing

 Keep records of all client interactions

Requirements:

 At least 2 years of experience in an insurance sales/customer service role, or with an independent insurance agency or insurance carrier

 Familiarity with Registry of Motor Vehicles processes

 Excellent written and oral communication skills

 Proven relationship building skills

 Excellent time management and organizational skills

 Team player

 Strong attention to detail

Salary Range: Highly competitive, depending on experience

Benefits:

 401K

 Health Insurance is available

 Generous holiday schedule