Commercial Lines Account Manager

Halstead Insurance Agency
West Boylston, MA

Halstead Insurance Agency is a family owned and operated agency with over 55 years of experience and 3 locations in Central Massachusetts. Our West Boylston team is looking for an Experience Commercial Lines Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role will be to oversee a growing portfolio of assigned customers and to provide superior customer service on a daily basis. 

Responsibilities Include:

  • Develop and foster relationships with existing clients, where you will provide excellent and consistent customer service.
  • Market new and existing accounts by contacting clients, completing applications, determining proper coverage, rating and carrier placement.
  • Efficiently work with clients to help solve any insurance related issue in a timely manner.
  • Discuss in detail client coverage, forms and exclusions during new, renewal or other client interactions.
  • Establish a close working relationship with our assigned Underwriters.
  • Work closely with Producers to assist with existing and new clients on all aspects of an account, including proposal preparation, while keeping them fully informed.
  • Complete all necessary MA Registry paperwork while navigating the RMV website.
  • Create certificates, evidence of property and binders as requested.
  • Maintain all client information within our management system (AMS 360)
  • Keep up a strong technical knowledge of commercial lines coverage & rating through continuing education.

Requirements Include: 

  •  A minimum of three (3) years Commercial Lines Agency experience
  •  Strong working knowledge of Commercial Insurance coverage.
  •  Professional communication and writing skills
  •  Organization with the ability to self-prioritize responsibilities.
  •  Ability to work independently and as a team.
  •  Experience handling all aspects of small to mid-sized Commercial Risks
  •  Active MA Property and Casualty License
  •  Strong background using AMS 360, Excel and Microsoft Word a plus.

Why Join Halstead Insurance:

  • Competitive Salary
  • Paid Holidays
  • Paid Time Off
  • Attractive Benefits Package
  • Continuing Education assistance
  • 401K and more

Qualified Candidates please contact Rebecca Bray for more information regarding this opportunity at rbray@halsteadins.com