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Radius Financial Group Inc.

Account Manager -radius Insurance Group

Posted 3 Days Ago
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In-Office
Mansfield, MA
70K-95K
Mid level
In-Office
Mansfield, MA
70K-95K
Mid level
Serve as primary client contact for commercial insurance accounts: handle policy changes, renewals, claims support, risk reviews, and issue COIs/binders while maintaining proactive communication with customers and carrier partners.
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Description

Role. In this role, you are the heartbeat of the rig Commercial Insurance Team. This role is critical to delivering superior customer experiences and ensuring consistent, proactive, top-notch communication with Customers and Carrier Partners. Proactive, timely, and clear communication and responsiveness are absolutely key to this role. Specific responsibilities include but are not limited to: 

Primary Duties:

 • Client Service: Act as the first point of contact for business owners to answer coverage questions and process policy changes (endorsements).

 • Policy Renewals: Track expiration dates, update policy information, and negotiate terms with insurance companies to keep clients protected. 

• Claims Handling: Gather information from the client and help them through the claims process. 

• Risk Review: Analyze a client's business to spot gaps in coverage and recommend extra protection. 

• Documentation: Issue certificates of insurance (COIs) and binders. 

Requirements

 Skills and Responsibilities. 

- Proficiency with Agency Management Systems and Microsoft Office; 

- Ability to Multi-task in a face-paced environment; - Excellent interpersonal skills (oral and written); 

- Strong attention to detail with the ability to work with a high degree of accuracy; 

- Strong critical thinking and problem-solving skills; 

- Ability to maintain confidentiality.

 - All employees are responsible for being familiar with and able to recognize common fraud scenarios or outright instances of fraud and reporting any reasonably suspected fraud to his/her direct manager and the AML Officer. Requirements. 

- A minimum of 2-4 years’ experience in a Commercial Property and Casualty Insurance setting  

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