Customer Account Professional - Hybrid

Arbella Insurance Group is dedicated to providing a supportive work environment and exceptional employee benefits. The Customer Account Professional role focuses on delivering superior customer service, managing agent interactions, and maintaining client relationships while ensuring compliance with underwriting authority.ResponsibilitiesSensitive to the needs of our agents and customers, acts in a consultative manner to address the needs of all policy matters, while delivering paramount customer serviceManages customer interactions across multiple communication channels in an effort to assist insureds with underwriting of their policies, answer and process billing inquiries and make policy changes as neededEducate and advise insured including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiriesIdentifies and recommends beneficial coverage enhancements, and works within appropriate underwriting authority and agency preferenceManages agent interactions across multiple communication channels and collaborates with agents and management to understand business objectives and includes these objectives to deliver outstanding customer serviceResponds to agent preferences in all aspects of underwriting campaigns and maintains high level of service with each interactionMaintenance of client files and/or automated account records in an accurate and orderly fashion within acceptable standards set by agency management. This includes supporting the processing of new business, rewrites, conversion business, endorsements, cancellations and renewalsPerforms a variety of policy maintenance activities to support the customer relationshipRespond to existing clients to identify both new and/or additional insurance needs, recommend coverages, calculate and quote premium rates for recommended protection, explain policy features & benefits, present options and upgrades and provide an overall analysis of protecting the individual property & casualty exposuresSkillful in client relationship management and able to effectively harbor these relationships to meet or exceed productivity and quality targetsReview all applications, renewal requests and endorsement compliance with underwriting authority and guidelinesCompletes outbound calls to obtain necessary information for policy transactions, renewal opportunities and coverage counselingCollaborates with other stakeholders to understand trends, compliance and other requirementsSkillsMaintains Property & Casualty licensing requirements for all states in Arbella's footprintExcellent customer service, communication and collaboration skillsSound customer service work experienceStrong time management skills with attention to detailBenefitsOn-site gym and fitness classes and one-on-one personal trainingOn-site nurse, nutritional counseling, and mental health resourcesFull-service cafeteriasFree shuttle service to Quincy Adams T StationTuition assistance programsOpportunities to get involved: Arbella Activities Committee, Diversity and Inclusion Council, and moreA company committed to community: volunteer opportunities, employee-led community efforts, and the Arbella Insurance FoundationRobust training, mentorship, and professional/personal development programsColleagues who genuinely care about each otherCompany OverviewVoted a Boston Business Journal Best Place to Work since 2009! Founded in 1988 in Quincy, Massachusetts, Arbella provides affordable car, home, and business insurance in Massachusetts and Connecticut, and business insurance in New Hampshire and Rhode Island. It was founded in 2005, and is headquartered in Quincy, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is http://arbella.com.Company H1B SponsorshipArbella Insurance Group has a track record of offering H1B sponsorships, with 6 in 2025, 5 in 2024, 1 in 2023, 4 in 2022, 2 in 2021, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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