Checking/Debit Card Business Manager jobs in Worcester, MA

POSITION: Commercial Lines Account Manager

COMPANY: Fitts Insurance Agency

LOCATION: Southborough, MA

COMPENSATION: Competitive salary based on experience

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CANDIDATE NOTE:

Our growing, family-oriented Southborough based Insurance Agency is looking for Account Manager candidates with 3 years of experience in Commercial Insurance to join our close-knit team. Entry-level candidates will be considered for a CL Assistant AM role where they will be working with Account Managers and other team members, extensively training to advance into the Account Manager role with increased responsibilities, opportunities, and income.

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SUMMARY:

Account Managers are integral members of the Fitts Insurance Commercial Lines team, as they provide clients the personalized attention needed to ensure the right fit for insurance and risk management protection. Account Managers work closely with production staff and clients throughout each renewal by gathering information, preparing submissions, moving the renewal process forward, and proactively communicating while handling day-to-day requests to ensure an outstanding client experience. Additionally, Account Managers recognize opportunities to improve efficiencies and work with agency leadership to implement new processes and strategies.

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EXPECTATIONS AND DUTIES:

- Handle day-to-day service requests within their respective team

- Work with a team in handling complex insurance renewals

- Prepare client deliverables with close attention to detail and professionalism

- Audit insurance programs and provide advice and recommendations to producers and clients

- Attend client meetings and assist in obtaining or retaining the client's business.

- Organize and handle significant and sensitive client data per agency standards

- Act as a critical liaison between insurance carriers and clients

- Recognize and attract new business by identifying opportunities within the local market

- Network with insurance carriers to build relationships and to support business development

- Cross-sell and seek referrals from the client base

- Assist in producing marketing literature and website content for sales campaigns

- Inspire trust in Fitts Insurance Agency by resolving client concerns in a courteous and proactive manner

- opportunity for remote work after achieving specific performance goals

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QUALIFICATIONS:

- Massachusetts commercial insurance license or non-resident license

- Minimum 3 years of mid-market commercial insurance experience

- Attention to detail and accurate record-keeping

- Eagerness to offer opinions & recommendations

- Willingness to assist in the sales process by cross-selling products and to assist in prospect presentations

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COMPENSATION/BENEFITS:

- Salary range $60,000 or more for licensed/experienced candidates

- Commission or bonus

- paid vacation

- Healthcare, Dental, Vision, 401K etc

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ABOUT FITTS INSURANCE AGENCY:

Arthur Fitts Jr. founded Fitts Insurance Agency in 1932 with a commitment to give back to the community that supported him. Today, Fitts continues this tradition by not only acting as a trusted advisor to thousands of businesses and families but by active involvement in many charitable organizations, with a special emphasis on family welfare and education. Working at Fitts is about becoming part of a family that plays a positive role in building the communities we reside in. Fitts Insurance Agency prides itself on providing a collaborative work culture, competitive compensation and benefits, and most importantly, an environment where we all work to bring out the best in each other.

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Commerical Insurance Sales: 3 years (Preferred)

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Ability to Commute:

• Southborough, MA 01745 (Required)

Work Location: In person