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Personal Lines Account Manager

Needham, Massachusetts
Job Type
30 Jul 2022

Insurance Account Manager (Personal Lines)

We are a stable, dynamic, growing Insurance Agency that is looking for experienced candidates who are seeking a long-term commitment to a positive and progressive work environment where they can reach their potential and grow with our company. We provide a competitive salary along with a comprehensive benefits package.

The Account Manager is an integral link in the business relationship that is created by our agency, our clients, and our companies. The Account Manager is the main point of contact with our agency, and frequently clients rely on the Account Manager to explain, select, and place their insurance coverage. The Account Manager needs to objectively assess the underwriting practices of our companies when placing coverage.

Responsibilities Include:

Customer sales and service of personal lines insurance policies

Ability to resolve client concerns and issues

Review and recommend insurance coverages for clients

Account round and cross-sell existing accounts

Requirements Include:

In-depth knowledge of personal lines insurance products, coverage, and services as typically obtained through a minimum of three years of direct insurance experience.

Property and Casualty License preferred.

Associates Degree or equivalent is preferred

Excellent customer service skills

Excellent verbal and written communication skills

Strong interpersonal, and organizational skills

Strong Account Rounding and Cross-Selling Skills

Strong problem-solving skills

Proficiency of agency and industry software programs

Coastal experience a plus

_ Applied Epic insurance agency management system experience is a plus._

Job Type: Full-time

Why Join Kaplansky:

Competitive Salary

Attractive Incentives

Career Advancement

Paid Holidays

Paid Time Off

Continuing Education and Tuition Assistance

Health and Dental Insurance

Life Insurance, Short and Long-Term Disability, 401K, AND more!

About Us

At Kaplansky, we believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business - delivering results to our clients and driving our company to success. We make it our job to treat them well.

With 17 locations, Kaplansky Insurance is proud to be one of the most respected and fastest-growing insurance agencies in Massachusetts.

We are proud to be an equal opportunity employer.

Job Type: Full-time

COVID-19 considerations:

For the safety of our team, our offices are by appointment only.

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  • Job Reference: 671926264-2
  • Date Posted: 30 July 2022
  • Recruiter: Kaplansky Insurance
    Kaplansky Insurance
  • Location: Needham, Massachusetts
  • Salary: On Application
  • Sector: Sales & Marketing
  • Job Type: Permanent