Personal Insurance Account Manager

Sorry, this job was removed at 02:50 p.m. (EST) on Wednesday, Aug 21, 2024
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Boston, MA
Hybrid
Fintech • Insurance • Payments • Social Impact • Financial Services
Leader Bank is defined by our exemplary products and client services as well as our innovative spirit.
The Role

Leader Insurance, a wholly owned subsidiary of Leader Bank, is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with over $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are currently seeking an Account Manager responsible for providing excellent customer service to our clients. This is an exciting opportunity to join a new agency and contribute your ideas to help us grow! This is a great role for tech savvy Account Managers excited to help build a business, with interest in training and development. Will have the opportunity to advance quickly and take the lead in certain areas of servicing.
Hybrid-remote schedule and would come to the office on 864 Massachusetts Ave in Arlington MA once per week.
Responsibilities

  • Assume daily servicing responsibility of assigned client relationships in accordance with agency standards and workflows. Servicing duties include renewals, providing summaries.
  • Inform and educate clients on their insurance needs.
  • Monitor and manage the renewal process for assigned clients.
  • Resolve billing issues and service request in a timely manner.
  • Continually seek cross-sell opportunities and suggest new lines of coverage.
  • Communicate and partner with insurance carriers to ensure we are delivering the best client experience.
  • Possess a thorough understanding of current products and services offered by the various insurance companies.
  • May be required to perform other duties as assigned, including supporting sales development and planning work that supports the business success.


Qualifications

  • 2 years of experience in personal lines insurance.
  • Property/casualty producer's license required.
  • Working knowledge of rating and underwriting personal lines products.
  • Knowledge of property and casualty products and agency carriers.
  • Agency experience preferred.
  • Experience using AMS 360 or a similar management system.
  • Proven ability to provide a high level of customer service.
  • Ability to make independent decisions.
  • Motivated and enthusiastic team player
  • Some commercial experience preferred.


Equal Employment Opportunity
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.

What the Team is Saying

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The Company
Arlington, MA
400 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

Founded in 2002, Leader Bank is a Massachusetts-based entrepreneurial financial institution that approaches banking differently. The core tenets of Leader Bank include client services, exemplary products, and innovation to meet the needs of its clients. Leader Bank’s best-in-class staff has been at the forefront of supporting the bank’s rapid growth and client-oriented solutions, as the bank has continued to expand its commercial and retail products and solutions over the last two decades. Leader Bank is a committed corporate citizen and prides itself on partnering with and supporting philanthropic organizations.

Why Work With Us

Leader Bank is a dynamic workplace that offers a healthy work-life balance, and our team members are afforded the opportunity make a true difference in the communities we serve.

Beyond the banking relationships with our clients, Leader Bank embraces our responsibility to support the region we serve.

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Leader Bank Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Most team members are on a hybrid schedule splitting time working from home and our offices. Some do work fully remote, others work fully in-person.

Typical time on-site: 1 days a week
Arlington, MA

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