• PERSONAL LINES ACCOUNT MANAGER

PRIMARY ROLE:

Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
• Support sales efforts and handle accounts once bound
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Participate in any special projects at management’s request.
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines

There is potential for work to be performed remotely on a limited basis (negotiable)

QUALIFICATIONS & EDUCATION:

• Current Pennsylvania P&C license(s).
• Minimum 2 years Property & Casualty Insurance Agency experience
• Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, carrier proprietary systems, multi-carrier rating systems, and phone systems
• Ability to work independently, or as part of a team
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Commission pay

Education:

• High school or equivalent (Required)

Experience:

• P&C Insurance Service: 2 years (Preferred)

License/Certification:

• PA Property & Casualty Insurance License (Required)

Ability to Relocate:

• Palmyra, PA: Relocate before starting work (Required)

Work Location: Hybrid remote in Palmyra, PA