Personal Lines Account Manager - Fully Remote

Personal Lines Account Manager

• Remote About us: Ironside Insurance Group is a privately owned independent agency founded in 2012 in downtown Boston’s financial district, quickly growing to become a leader in the personal and commercial lines industry. We have been one of Inc 5000’s Fasted Growing Companies and named by The Insurance Journal as a “Best Agency to Work For”. Working at Ironside Insurance Group isn’t just a job. It’s your livelihood and we are heavily invested in our neighborhood and community. We recognize that the work our employees do ties directly to our overall success. We pride ourselves on providing a positive and collaborative team environment for our employees while providing our customers with the best service and experience possible. We are always seeking talented, driven, critical thinkers who want to be a part of something better than the average insurance agency. Job Description: Within this role you will be a key point of contact for our policyholders. This will include but not be limited to answering phones and responding to e-mails to address customer questions & concerns. You will also be supporting Ironside Insurance Group’s goal of providing our clients with appropriate levels of protection through an array of available insurance products. As a Personal Lines Account Representative, you will perform a full range of consultative activities to ensure a positive customer experience. This role is available as a fully remote, work from home position for candidates living in the following states: Massachusetts, New Hampshire, Connecticut, Rhode Island, Pennsylvania, North Carolina or Florida. To be considered for this position, we do require that you answer the questions within this hiring platform to include whether you hold an active producer license, your salary requirements, etc. Core Responsibilities: Provide exceptional customer service by promptly responding to inbound calls and e-mails. Aid in customer retention via multiple methods of contact and annual insurance policy reviews. Proactively identify and process policy transactions and explain any resulting customer impact. Assist with policy billing issues, including evaluating and making decisions regarding payment plan exceptions and any applicable fees, including initiating alternate payment arrangements. Cross-sell additional insurance solutions as appropriate, as well as assist in policy rewrites/remarkets. Process personal lines E&S policy renewals and collect payment for agency bill accounts. Manage and utilize your time effectively to ensure the department meets required service levels for improved customer satisfaction results.

Required Skills

At least two years consistent personal lines account manager experience within an independent agency environment, handling multiple carriers. Comfortable with identifying opportunities, asking for and closing the sale of additional insurance products & services. Excellent communication and interpersonal skills combined with the ability to work independently and as part of a team.

Ability to both prioritize, as well as review, record and organize data from a variety of sources.

Preferred Skills

Working familiarity of Agency Management Systems (QQ is a plus) Active P&C Insurance licensed in the State of Massachusetts Familiarity with the Massachusetts Registry of Motor Vehicles (RMV) system Fluent in Spanish Bachelor’s degree Benefits: At Ironside Insurance Group, our Total Rewards Package consists of: Competitive compensation package to include: Base salary Performance-based increases and bonus opportunities 401k with up to a 4% company match (after 90 days) Comprehensive health, dental and vision benefits with company contributions for both employees and their dependents Group life insurance, short and long-term disability as well as accidental death insurance fully paid by Ironside Generous flexible time off plan as well as paid holidays Parental leave 100% remote work environment, providing necessary equipment to help create your ideal workspace