Personal Insurance Account Manager
Company: Leader Bank
Location: Arlington
Posted on: May 8, 2024
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Job Description:
Leader Insurance, a wholly owned subsidiary of Leader Bank, is
looking for exceptionally dedicated team members to join one of the
regions fastest growing community banks and mortgage lenders. At
the time of its founding in 2002, Leader Bank had one branch
office, $6.5 million in assets and 7 team members. Since then, the
Bank has become one of the most successful banks in Massachusetts
with over $4 billion in assets, more than 400 team members, 7
branch offices, and annual mortgage originations of over $5
billion.Exemplary products and an innovative spirit have driven
Leader Banks rapid growth over the years, and our team members
embrace these values. Our mission is to obsess over our clients,
make them feel valued, and maintain long-term relationships with
them by constantly enhancing our products and processes to always
be improving our client experience. For our team members, Leader
Bank prioritizes competitive compensation and benefits, a healthy
work-life balance, and an environment that fosters diversity and
inclusion.SummaryWe are currently seeking an Account Manager
responsible for providing excellent customer service to our
clients. This is an exciting opportunity to join a new agency and
contribute your ideas to help us grow! This is a great role for
tech savvy Account Managers excited to help build a business, with
interest in training and development. Will have the opportunity to
advance quickly and take the lead in certain areas of
servicing.Hybrid-remote schedule and would come to the office on
864 Massachusetts Ave in Arlington MA once per
week.ResponsibilitiesAssume daily servicing responsibility of
assigned client relationships in accordance with agency standards
and workflows. Servicing duties include renewals, providing
summaries.Inform and educate clients on their insurance
needs.Monitor and manage the renewal process for assigned
clients.Resolve billing issues and service request in a timely
manner.Continually seek cross-sell opportunities and suggest new
lines of coverage.Communicate and partner with insurance carriers
to ensure we are delivering the best client experience.Possess a
thorough understanding of current products and services offered by
the various insurance companies.May be required to perform other
duties as assigned, including supporting sales development and
planning work that supports the business success.Qualifications2
years of experience in personal lines insurance.Property/casualty
producers license required.Working knowledge of rating and
underwriting personal lines products.Knowledge of property and
casualty products and agency carriers.Agency experience
preferred.Experience using AMS 360 or a similar management
system.Proven ability to provide a high level of customer
service.Ability to make independent decisions.Motivated and
enthusiastic team playerSome commercial experience preferred.Equal
Employment OpportunityLeader Bank offers an excellent compensation
and benefits package including: 401k plan with corporate match,
medical and dental insurance, and the opportunity to work for a
fast growing, local organization.Leader Bank, N.A. is an Equal
Opportunity and Affirmative Action employer and does not
discriminate on the basis of race, color, religion, age, gender,
marital status, sexual orientation, national origin, disability,
military status, veteran status or any other protected class.by
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Keywords: Leader Bank, Malden , Personal Insurance Account Manager, Executive , Arlington, Massachusetts
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