Personal LInes Account Manager

Burgin Platner & CO
Quincy MA

Job Description


Job Title:              Personal Lines Account Manager (Customer Service Representative)

Reports To:         Personal Lines Manager

Status:                  Exempt


Position Summary


The Personal Lines Account Manager maintains an alpha split within a Customer Service team.  The primary responsibility is to answer coverage and billing questions, make changes and write new policies for the clients who call or visit the agency.


Principal Accountabilities


  • Good communication skills are essential

  • Maintains self-control in difficult situations

  • Resolves issues that require judgment based on company guidelines

  • Initiates changes and corrections based on customer requests

  • Works with company underwriters to find solutions to many challenges

  • Quotes and writes new business for all Personal Lines

  • Assists other members of the department, including Producers

  • Review accounts to offer the best coverage available for clients and round out accounts


    Job Requirements


    Education:           4 year degree preferred. MA Producers license required.


    Experience:        Two years Personal Lines experience in an agency or company customer service department.  General insurance knowledge of billing, claims and underwriting.


    Skills:                     Ability to communicate in a clear, courteous and professional manner

                                    Familiar with an Agency Management System, preferably AMS360

                                    Proficiency with carrier web portals, MS Office products.


    Equipment to be used


    Computer, Telephone/Headset, Fax, Printer, Scanner, Insurance Manuals and Publications


    Typical Physical Demands / Working Conditions


    The majority of the day is working at a desk using a computer in a professional office setting.


    Typical Mental Demands


     Ability to problem solve, work with others and manage time efficiently.