7 account manager jobs found in Belmont, MA

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Title: Commercial Lines Account Manager- small business Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis Job Responsibilities: o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts. o Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence o Assess client needs and provide advice on appropriate coverage levels and products. o Respond to telephone calls and correspondence from existing or potential customers in a timely manner o Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business....

​ Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Associate Account Manager to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)  Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured  Process and monitor direct bill endorsements  Process direct bill audits  Monitor carrier/premium finance company cancellation status and activity.  Generate form letters  Order MVRs   Order loss runs  Update data schedules...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in either Barrington, RI or Middletown, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business Handle billing, service and endorsement requests and process necessary paperwork associated with requested...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Assistant Account Manager Assistant to join our growing team in Warwick, RI.    The Commercial Lines Account Manager Assistant is responsible for issuing certificates of insurance, ID cards, and evidence of property insurance, as well as processing change requests, endorsements, and audits. Additionally, the role involves ordering loss runs, experience mods, MVRs, managing claim reporting, updating spreadsheets, and ensuring all documentation is accurately maintained and followed up on. How You Will Contribute:    Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms.  Provide clients with ID cards in a timely and accurate manner.  Order loss runs and Experience Mods from current insurance carriers...

The Cross Family of Agencies welcomes you. We need your talent and expertise.   Commercial Lines Processing Analyst Team Lead   Duties of a  Commercial Lines Processing AnalystTeam Leader  include  but are not limited to :   ·          Running, distributing, and following up on reports to staff to ensure quality management expectations are met (DL/eDoc reports, activity reports, overdue suspense reports, etc., follow up on completion of unbilled for month/quarter end). ·          Running lists to ensure that staff are following the commercial lines workflow expectations (action codes, altering suspense’s, etc.). ·          Periodic auditing of direct report activities for compliance w/workflows ·          Helps Account Managers resolve issues or concerns related to Processing/document access ·          Responsible for the on-boarding/training plan and development of new commercial lines...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Administration & Support Assistant to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Sort, scan, and log incoming carrier and client checks Distribute all incoming faxes and monitor general office email inbox Place orders for all office supplies for Cranston office Assist in organizing meetings and office events, including ordering food or refreshments Manage postage meter and printer/scanner supplies and maintenance Provide administrative and clerical assistance such as scanning, printing and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Processor A Commercial Lines Processor is primarily responsible for processing documents related to commercial lines insurance and providing administrative support to the Producers and Account Managers. Standard duties of a Commercial Lines Processor include but are not limited to : Understanding and following the Cross Basic Procedure Manual. Understanding and following the Commercial Lines Workflow Manual. Issuing certificates and EPIs Auditing transactions to ensure that the correct Action Codes are being used. Reception duties as may be required Following up and completing open suspense’s daily. Running the download reports daily. Processing the download report which includes reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy. Invoicing all types of download transactions. Mailing new business letters to...