Branch Manager - Insurance jobs in Lawrence, MA

• Maintain professional relationships with clients, agency personnel and company staff via prompt, courteous, knowledgeable and accurate service.

• Answer client inquiries as needed relating to their policies, such as account status, coverage, and premium information.
• Receive and process client requests via telephone, mail or walk-in to include completing paperwork, entering and updating account information on insureds’ risk file, requesting endorsements, completing RMV paperwork, and confirming vehicles registered.
• Complete applications for new business and submit to the companies for processing within 24-48 hours of writing the policy.
• Create new risk files via computer and enter insureds’ policy and coverage data. Enter follow-up to track new business or change rate class (date first licensed).
• Maintain contact with clients so their renewal policies reflect current values and their coverage is broadened where applicable. Send renewal letter with each policy advising recommendations including liability or deductible, etc. Add VRC.
• Market accounts when sending home renewals, no auto, no VRC, no umb, INC OBI etc.
• Understand and support the company’s sales policies and procedures so as to provide proper and effective service for clients.
• Document all contact with clients in traxlog and gather expiration dates, account sell and to acquire information as to their insurance needs.
• Follow expiration lists to assure policy renewal. Provide Processing Department with declaration if system needs to be updated.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)