Personal Lines Account Manager

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MOLARI Employment & HealthCare Services
166 East Street
PITTSFIELD, MA 01201
Phone:413-499-4546
Fax:413-442-6519
Website: Click Here
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Company Description:

We put people first; building long lasting relationships to support area businesses, care for people in their homes and provide employment opportunities throughout Berkshire County.

Founded in 1983 and still guided by the MOLARI Family, MOLARI Employment and Healthcare Services remains a trusted and essential part of Berkshire County. Rooted in our commitment to the community, we play a vital role in empowering and employing individuals, supporting businesses, and providing essential services to the elderly.

Personal Lines Account Manager
$59,800 Per Year
Pittsfield
Full / Part Time
Administrative/Clerical/Data Entry
Weâ??re looking for a Personal Lines Account Manager to help our Client deliver top-notch service to clients out of their Westfield Insurance agency. In this role, you'll be helping clients with their insurance needs, answering questions, and offering advice in a friendly and professional manner. Your goal is to make sure clients feel supported and confident in their insurance choices. Hybrid position- 4 days in office, 1 remote. M-F, no weekends!



Key Responsibilities:

  • Offer exceptional service to clients, prospective clients, and guests by following all the necessary guidelines and company policies.
  • Gather info and use our software to create quotes for insurance. Youâ??ll work with underwriting guidelines and other online tools to make sure the quotes are a good fit for each client.
  • Have friendly, confident conversations with clients about their options and make thoughtful recommendations for new policies or changes to their existing coverage. Be ready to answer common questions.
  • Help clients through the claims process, using the company's resources and software. You'll also work with adjusters, handle paperwork, and ensure claims are handled quickly.
  • Take ownership of your client portfolio, always aiming to provide great service and live up to our company motto of exceeding customer expectations.
  • Perform annual policy reviews and work on keeping clients by offering other carrier options when necessary.
  • Handle new business opportunities from leads, web inquiries, and client calls.
  • Look for ways to cross-sell or up-sell to existing clients by reviewing their policies and asking the right questions to make sure they're getting the coverage they need.
  • Be able to explain insurance terms and concepts to clients in a way that's easy to understand, so they know what their coverage entails.

Other Duties:


  • Represent the agency at local community and professional events to help promote our services.
  • Follow all regulatory compliance and company policies.
  • Keep up with required training and continuing education to maintain your P&C license. (licensure required within 6 months of starting- agency to assist with this)
  • Provide coverage at other locations when needed.

Position Requirements:


  • High School diploma or equivalent.
  • At least two years of insurance experience is a plus.
  • Must complete P&C licensing within 6 months of starting.
  • Excellent communication, phone skills, customer service, and organizational abilities.
  • Attention to detail and the ability to juggle multiple tasks.
  • Proficient with MS Office (Word, Excel, Outlook).
  • Professional appearance and the ability to handle confidential information with care.



 
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