What are the responsibilities and job description for the Personal Lines Branch Manager position at Sholley Insurance Agency?
Sholley Insurance Agency
Personal Lines Branch Manager
Personal Lines Branch Manager
Location: Bloomsburg, PA
About Us
For 40 years, the Sholley Insurance Agency has been a leading provider of insurance solutions in Central Pennsylvania, dedicated to delivering exceptional service and comprehensive coverage options to our clients. We pride ourselves on our commitment to excellence and our ability to tailor insurance products to meet the unique needs of each individual. We are currently seeking a motivated and experienced individual to join our team.
Job Summary
The Personal Lines Branch Manager is responsible for managing and servicing a portfolio of personal lines insurance clients, ensuring client satisfaction, and fostering a long-term relationship with clients and carrier representatives. This role requires excellent communication skills, a strong understanding of personal insurance products, and the ability to work collaboratively in a fast-paced environment.
Key Responsibilities
- Manage and service a book of personal lines accounts:
- Develop and maintain strong client and carrier relationships.
- Address client inquiries and resolve issues promptly.
- Assist clients with policy renewals, changes, cancellations and billing questions.
- Ensure policies are up-to-date and meet client needs.
- Maintain Accurate Records in agency management database.
- Sales and Cross Selling:
- Solicit, advise and sell new personal lines insurance to meet new business goals.
- Identify opportunities to account-round or cross-sell additional insurance products.
- Refer products to other departments.
- Assist Clients with Claims:
- Guide clients through the claims process.
- When needed, liaise with insurance carriers to facilitate claims resolutions.
- After Hours Emergency Calls:
- Help manage after-hours emergency requests.
- Community Engagement:
- Be involved in the local community and represent the values of the Sholley Insurance Agency well.
- Seek opportunities to be involved in the local chamber of commerce or other local business networking organizations.
- Collaborate with the Team:
- Work closely with other team members to ensure seamless service delivery and excellent client experience.
- Participate in team meetings and contribute to a positive work environment.
Qualifications
- Proven experience in personal lines insurance, preferably in an account management or customer service role.
- Strong knowledge of personal lines insurance products.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients, carrier representatives and colleagues.
- Detail-oriented with strong organizational and time management skills
- Ability to work independently and as part of a team in a fast-paced environment.
Requirements
- Pennsylvania Property and Casualty Insurance License
- Signature of Non-Compete/Non-Piracy Agreement
What We Offer
- Competitive Salary
- Employer Paid Benefits:
- Life Insurance
- Short Term Disability
- Long Term Disability
- Employer Sponsored Benefits:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Employee Paid Benefits:
- Accident Plan
- Critical Illness Plan
- Voluntary Life
- Retirement Matching
- Paid Time Off
- Paid Volunteer Time Off
- Paid Holidays