Personal Lines is the division of the agency that provides insurance products for individuals. Products range from homeowner to automobile policies, from valuables and collections coverage to watercraft and specialty products. Eastern Insurance represents over 30 insurance companies providing competitive product, pricing and service options. Under the limited supervision of the Service Manager, the Personal Lines Account Manager II provides sales and service support to personal lines clients.

Key Responsibilities: 

• Upsell existing policies for all coverages as appropriate, request and review quotes on all endorsement requests.  Process binder and EPI requests by inputting customer information in the required forms and sending it to the requestor.
• Responsible for billing and payment related tasks, walk-in clients for policy services, and walk- in sales requests. Process RTA and DRIVE program paperwork.
• Process homeowner renewal questionnaires and payments according to agency procedures; handle all property inspection related tasks. Umbrella Renewal questionnaires Inbound and Outbound.
• Remarket existing accounts at client’s request, Remarket accounts for pricing and product enhancements. Process Renewal lists for cross credit and discount opportunities. Process un-renewed lists and associated tasks by reviewing customer accounts and working with the quoting unit to complete.
• Assist producers outside of Personal Lines with sales and service related tasks for Personal Lines.
• Responsible for participating in special projects as requested by management, which may include, but is not limited to, carrier projects and assisting with strategic planning.
• Working with partner carriers and vendors to provide customer service instruction on behalf of customers.
• Make proactive call outs to clients  prior to renewal to review their policy and answer any questions they may have.  Calls will be made by utilizing the monthly renewal report.

Tasks include moderate to complex problem solving, advisory tasks and corresponding education support to clients’ coverage and related premium inquiries and needs. Incumbent will deal with problems involving concrete variables and will recognize when problems are beyond the scope of their role that necessitate the attention of the Senior Account Manager or Service Manager.

Requirements:

Education and Experience

• High School diploma required
• 3-5 years insurance experience or equivalent combination of education and insurance experience

Skills/Knowledge

• MA Property and Casualty Brokers License is required or must be obtained within six months of employment
• Knowledge of Epic or other agency systems preferred
• Strong knowledge of personal lines products offered through the agency within the state of Massachusetts as well as associated laws and requirements of government agencies.
• Computer knowledge and familiarity with Microsoft Office products such as Outlook and Word are required.
• Excellent communication skills and written communication skills.
• Good analytical skills.
• An attention to detail and a desire to work with people.
• Ability to work independently.
• Ability to follow instructions and adhere to prescribed routines and practices.
• Good interpersonal skills
• Ability to read and interpret documents such as a procedure manual
• Ability to calculate figures and amounts
• Excellent customer service skills (friendly, courteous and helpful)

Committed. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.