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Posted: Sunday, March 4, 2018 12:49 PM

Job Description
NorthStar Insurance Services has an immediate full:time opening for a commercial lines account manager in our Needham office very convenient off Route 128. NorthStar is a growing insurance agency looking for an account manager to join our team of professionals. The Ideal candidate will be a self:starter, detail oriented professional, and with a minimum of 1 year of experience working in an insurance agency or similar role. Salary and benefits are competitive (salary commensurate with experience and qualifications). Personal or Commercial lines experience is a plus but not required.
Account Managers are responsible for the overall management of assigned accounts, market/retain assigned Account Executive account renewals, and for the day:to:day servicing of accounts at the direction of the Account
Job Responsibilities:
Perform all transactions on an account, including but not limited to:
:Create and maintain relationships with long term existing book of business.
proposals/summaries, renewals, endorsements, audits, and certificates as necessary to clients
:Create and maintain relationships with our insurance company partners
:Collection of Loss Runs
:Applications including supplemental applications
:Preparation of Loss Display as necessary
:Billing in system as necessary
:Follow:up on open items
:Follow:up on cancellation notices
Other Duties:
:Collect renewal data on assigned accounts. If Producer handles pre:renewal meeting, it is the Account Managers responsibility to meet with Producer asap after meeting to gather information necessary for renewal quoting
:Submit and obtain appropriate paperwork for quotations
:Negotiate with Underwriters
:Compare renewal quotations including reviewing endorsement lists for unacceptable
:Review policy forms/wording for any areas of coverage that are unclear
:Renewing policy with current carrier, review endorsement list for unacceptable
endorsements/exclusions that may have been prior missed
:Prepare renewal summary/proposal including coverage recommendations to enhance current program/fill gaps and additional lines of coverage as appropriate
renewals/endorsements to ensure policies are received as requested and send to insured in a timely manner
:Quote new
business/additional lines of coverage for existing clients or referrals from existing clients
:Maintain client file in TAM, including but not limited to:
:Entering Activities and following up as appropriate
:Entering Activities to document client/insurance company conversations.
:Attaching email correspondence with clients/insurance company representatives
:Additional responsibilities as required by Producer, Account Executive or Manager
Respond to client inquiries in a timely manner, including but not limited to:
:Returning voicemails immediately
:Responding to emails in a timely manner : if you are ccd on an email with others and able to respond : do so
:Respond to co:workers in a timely manner
Qualifications and Experience:
:Minimum 1 year of experience in Property and Casualty insurance or similar role outside of insurance
:Preferably have a current MA Individual Insurance Producer license, or willingness to obtain a license but not required
:Strong computer skills
:Superior organizational and communication skills, flexibility, an eye for detail
:Strong documentation skills and follow:through to facilitate working in a team environment.
:Self:motivating, client caring, and team oriented
:Strong time management skills, ability to prioritize and be efficient
Salary and Benefits: Competitive Salary with Medical and Dental Plan, Company paid Life and Disability, Flexible Spending Accounts, 401K plan, Sick and Vacation Time, and Holidays
For more information about NorthStar, nsins. NorthStar Insurance Services offers a competitive
compensation/benefits package and is an equal opportunity e


• Location: Boston, needham

• Post ID: 57792472 boston is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018