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BankNewport Assistant Personal Lines Account Manager in Middletown, Rhode Island

Are you seeking an entry-level position with the growth potential to become a professional/licensed insurance agent?

As an Assistant Personal Lines Account Manager, you will be part of our client relations team, communicating directly with our customers and your Personal Lines Account Manager. Acting as the first line of response to our customers, you will communicate in an open, helpful, and engaging manner finding the right solutions with the support of the client relations team for each customer.

You will connect with our clients via phone and email and organize and manage client queries responsibly. You will be an ambassador for our brand.

We offer a competitive salary, paid sick and vacation time within the first year, in addition to 401K, medical, dental, vision, and more.

Voted the best insurance agency in Newport County by Newport Life and Newport Daily News, we’d love you to consider joining our OceanPoint family!

OVERVIEW:

Creates extraordinary customer experience for all customers in person, over the phone and by mail. Responds to all customer requests the same business day. Provides support to PL’s Account Managers, Producers and other agency staff as needed. Treats everyone with dignity, respect, and courtesy. Conducts our business in an ethical manner.

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and Account Managers.

  • Takes incoming new business requests and completes questionnaires, logs referral, set up client in Sagitta and assigns to appropriate producer / Account Manager.

  • Makes any changes necessary at the request of the policyholder and agency staff including change of address, cancellations, and endorsements.

  • Answer clients billing questions, and helps resolve billing issues and concerns.

  • Renews policies and updates coverage information in Sagitta for non–download business.

  • Acts as a liaison between policyholders and insurance companies through correspondence and over the phone.

  • Sorts mail daily as needed. Separates incoming mail by endorsements and renewals. Reviews all returned mail and contacts policyholders to correct address information.

  • Acts as a liaison to BankNewport referral system, keeping up with spreadsheet, contacting referrals, and getting producers involved as necessary. Reports to manager as needed.

  • Receives and responds to incoming calls from clients, insurance companies, auto dealers, and lenders.

  • Responds to clients and company correspondence on a daily basis.

  • Greets walk-in clients as needed and occasionally fills in as back up to receptionist.

The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties, both related and unrelated to the above may be assigned and therefore required.

High school diploma and willingness to obtain P&C insurance license.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

BANKNEWPORT & OCEANPOINT CORE VALUES:

  • We celebrate individuality

  • We empower employees to be creative problem solvers

  • We invest and take the time to really get to know our customers

  • We commit to serving the financial needs of Rhode Islander’s

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OceanPoint and BankNewport are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

ID: 2021-1638

External Company URL: https://www.banknewport.com/

Telecommute: No

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