NorthStar Insurance Services
300 First Avenue
Needham, MA 02494
Property & Casualty Insurance Personal Lines Account Manager/Customer Service Representative
Core Competencies
• Candidate must be upbeat and have strong organizational skills.
• Candidate must be able to thrive in a professional environment, and must feel comfortable working individually and as part of a team.
• Candidate must have strong written and verbal communication skills, with an exceptional aptitude for client service.
• Candidate must have knowledge of Microsoft Office.
• Some office experience is preferred but not essential.
Job Responsibilities:
• Manage all phases of the client service process, usually in conjunction with an Account Executive or Producer, from renewal preparation and marketing to policy administration and customer service requests.
• Gather information from clients and prepare applications for submission to insurance carriers regarding new and/or renewal coverage.
• Develop and maintain strong client relationships to ensure all service needs are met. This will entail frequent involvement through phone calls, emails and on-site client visits.
• Prepare client proposals and insurance summaries based on the client’s needs and the coverages proposed.
• Prepare all transactions for assigned accounts, i.e. applications, invoices, proposals, maintenance of data in the agency management system.
The position is full time
Degree Requirements include a Bachelors Degree
