Commercial Insurance Client Manager - Small Business Accounts
- Employer
- Capstone Search Group
- Location
- Worcester, Massachusetts
- Salary
- Confidential Salary
- Posted
- Sep 26, 2022
- Closes
- Nov 01, 2022
- Ref
- MNN9021
- Category
- Administration / Clerical, Customer Service
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
As Commercial Insurance Client Manager- Small Business Accounts, you closely partner with the sales and service team at this Massachusetts based independent insurance agency to maintain client relationships, policy data, and ensure the renewal process goes smoothly.
- Small business, main street accounts in various industries
- These will be stand alone coverages or package policies
- It’s a high volume, high touch role that requires constant client engagement and a lot of organization behind the scenes
Duties & Responsibilities
A Little Bit About the Daily Duties You Can Expect:
- Support new and existing accounts (marketing, certificates, binders, billing, etc.)
- Process policy changes: endorsements, audits, and re-marketing
- Order MVRs, complete applications, request loss runs
- Monitor account quote; bind coverage
- Answer daily service calls from insureds and insurance companies
Skills & Experience
- Three (3) years or more of commercial insurance client management experience
- State insurance license
- Familiarity with insurance company online rating platforms
Job Specs
Location: Worcester, MA. The company offers a hybrid schedule with up to two days/week working from home.