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PSA Insurance and Financial Services1 month ago

Commercial Lines Account Manager

$65,000–$70,000 year

On-site · Putnam, Connecticut, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Unknown

Job Summary

Commercial Lines Account Manager needed to handle a dedicated book of business in Putnam, CT. In-office role reporting to the agency; responsibilities include responding to client inquiries by phone, email, or in-person regarding policies, coverages, billing, and claims; processing policy changes, endorsements, cancellations, and renewals; providing quotes/remarketting existing policies; building and maintaining client relationships through professional, friendly service; reviewing coverage and policy details for proper protection; identifying cross-sell opportunities and referring to producers; maintaining accurate client records in the agency management system; assisting with policy renewals by reviewing accounts for coverage needs.

Required Qualifications

  • High School Degree or Equivalent
  • Excellent working knowledge of computer programs including Microsoft Word, Excel, Adobe Acrobat Pro and Internet Explorer
  • Ability to learn new technology and software
  • Ability to analyze work and seek assistance as needed
  • Respond promptly to departmental needs and provide quality service
  • Timely completion and accuracy in tasks
  • Time management and productivity skills
  • Ability to take responsibility and accept coaching
  • Willingness to pursue training and development opportunities
  • Ability to build and maintain client relationships
  • Strong organizational skills
  • Team-oriented mindset
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$65k – $70k / yr

Commercial Lines Account Manager · PSA Insurance and Financial Services

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