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Trucordia · 11 hours ago

Personal Lines Accounts Manager - New England Insurance

Framingham, MA

Full-time

Hybrid

Mid Level

Trucordia is a rapidly growing insurance brokerage that aims to provide exceptional experiences for its clients and employees. The Personal Lines Account Manager will be responsible for managing a book of business, ensuring high-quality customer service, and identifying new insurance opportunities.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Responsible for the day-to day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication

Operate and maintain our agency management computer program

Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client’s needs

Actively close sales depending on the client’s needs

Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company

Qualification

Valid State Insurance LicensePersonal lines coverage knowledgeClient management system experienceExcel proficiencyWord proficiencySales closingOrganizational skillsInterpersonal skillsCommunication skillsTeamwork