Commercial Lines Account Manager

Commercial Lines Account ManagerMountainOne Bank has an enduring commitment to the concept and practice of equal employment opportunity and affirmative action as well as to affirming the value of diversity and promoting a workplace free from discrimination. It is the policy of MountainOne Bank to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetic information, age, disability, marital status, veteran status, or a person's relationship or association with a protected veteran, including spouses and other family members or any other protected characteristic under applicable law. This policy relates to all aspects of employment, including recruitment, selection, job assignment, training, compensation, benefits, discipline, promotion, transfer, the use of facilities, participation in all company sponsored employee activities, layoff, and termination processes.

Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate. Regular review helps ensure compliance with this policy.Position: Commercial Lines Account ManagerReports to: SVP, Commercial Insurance Operations ManagerGrade: 106Supervises: NoneLocation: Pittsfield Office or North Adams Office, hybrid work arrangements availableSalary Range: $60,000 - $80,000The Commercial Lines Account Manager will play a key role in the daily operations of MountainOne Insurance Agency. In this important role, the CL Account Manager will provide friendly and helpful support and assistance to commercial lines insurance clients.

It is the responsibility of the CL Account Manager to serve clients efficiently and professionally and to maintain a high level of industry knowledge and to know their customers and fully understand their needs.Primary ResponsibilitiesActively perform exposure analysis/account reviews and discuss insurance needs with clients by phone, e-mail, written communication and in personWork with agency Producers and Marketing Coordinator to coordinate client service needsManage, underwrite and market client accounts as neededParticipate in renewal meetings and actively manage the insurance renewal process for clients, including marketing, quoting, rating and placementDocument all communications and interactions with clients, carriers and others in the computer systemAddress insured's questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in personUpdate and maintain accurate client data such as address, phone numbers, email addresses and other contact informationActively conduct account reviewsRound and upsell client account coverageCommunicate with company personnel regarding coverage availability via phone, e-mail, and written communicationInitiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.Work with staff, supervisors, and management to institute and implement departmental policies and proceduresMaintain compliance with all related company policies, standardized procedures and regulationsContinuing education to keep abreast of company, agency, and computer updatesVisit clients as needed to review insurance portfolioIssue certificates, binders, etc. according to client's needs and complying with all laws and regulationsHandle insured's premium payments, via in-house or internet payment methodsPerform same work-related responsibilities to other company locations, as requiredAny other duties as assignedQualificationsHigh school diploma; 3 years of CL Insurance experience required; Obtain and maintain MA Property & Causality Insurance Broker's License and any other license as required by residence state; Understanding of insurance work methods and procedures; Ability to verbally effectively present information to clients, company and agency staff; Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks; Commitment to the company's culture and established service standards; Ability to deal with and show discretion in confidential matters; 25% availability to travel outside of 25-mile radius and report to any office; Ability to sit, drive, bend, answer the phone, and perform computer input.