Personal Lines Assistant Account Manager - E. Providence

Harrison Gray Searchhas partnered with a stable insurance brokerage that is looking for a Personal Lines Assistant Account Manager in East Providence, RI. This client has been around for almost 150 years, is owned by a Trust, and has the reputation of being one of the Best Places to Work in its respective territories.

Position Summary:

This role serves as administrative and technical support in their Personal Lines Department. This individual handles client service and transactions relating to Personal Lines insurance accounts.

Essential Job Functions:

• Serve as a phone and email backup to Account Executives handling and processing service requests including but not limited to billing and policy information, renewal, cancellation, and endorsement requests.
• Initial Quote/rating for new business at AE direction.
• Identify renewals at 10%+ rate increase and rate coverage options and/or alternate carriers for AE review and delivery.
• Assist AE with client calls, inquiries, and carrier requests as requested by AE.
• Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
• Utilize online company rating on carrier websites, upload endorsements and policies as needed. Download when required.
• Manage To Do list in ImageRight.
• Prepare proposals.
• Review and process applications, quotations, ID cards, binders, invoicing, and correspondence requests.
• Keep current with carrier guidelines, processes and procedures.
• Performs other duties as assigned.

Skills and Abilities:

• Fluency in MS Office products.
• Superior verbal and written communication skills.
• Ability to multitask and operate in an ever-changing environment is critical.
• Ability to work well in a team environment.
• Ability to learn Personal Lines insurance coverage, underwriting and processing.
• Ability to communicate clearly, to work well with others, and to manage time effectively.

Education and Experience Requirements:

• College Degree preferred.
• Insurance or office experience preferred.
• Producer License is Mandatory.

Benefits:

Our client offers a competitive compensation package including base salary, annual bonus, 401 (k) match and generous profit-sharing plan. They also afford the opportunity to participate in Quarterly Sales Contests, attractive commission structure and annual Leader's Trip.

• Medical
• Dental
• Vision
• HSA, FSA and HRA plans
• Life, LTD, voluntary opportunities for Supplemental Life, Supplemental LTD
• Pet Insurance
• Accident and Critical Care, Legal, and Identity Theft services
• Open-ended performance driven vacation and sick policy
• Beneficial Time Off
• Relaxed dress code