Commercial Lines Account Manager

Gearhart Herr & Company, LLC; State College (Centre County); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Health Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Fully paid Continuing Education

Descripción de la vacante

Gearhart Herr & Co. in State College, PA, is seeking a Commercial Lines Account Manager for an on-site role. You will nurture client relationships, manage policies, and handle renewals while delivering personalized service to both new and longstanding clients.

The position requires a PA property and casualty license or the ability to obtain one, strong communication skills, and experience in customer service. Benefits include comprehensive insurance, training, and a Monday-Friday schedule.

Formación

• High school diploma or equivalent required.
• Experience in customer service or related field, preferably within the insurance industry.
• Pennsylvania property and casualty license or ability to obtain one within a specified timeframe.
• Excellent verbal and written communication skills.
• Familiarity with CRM software and Microsoft Office products.
• Strong ability to multitask, prioritize work, and manage time effectively in a fast-paced environment.
• Aptitude for explaining insurance terms clearly to clients.

Responsabilidades

• Serve as the primary point of contact for clients, ensuring queries are addressed promptly.
• Assist with management and maintenance of client policies for accuracy and compliance.
• Conduct regular policy renewals and reviews with clients.
• Identify and resolve client issues while delivering excellent customer service.
• Maintain detailed records of client interactions and transactions.
• Stay informed about latest insurance industry developments to better assist clients.

Conocimientos

Customer service

Communication

Client relations

Multitasking

Educación

High school diploma

Herramientas

CRM software

MS Office

Descripción del empleo

Job Description

Join Doty & Hench, Richard R. Motter Agency, and Gearhart Herr & Co., a distinguished firm in Central Pennsylvania, at the heart of our thriving communities. As a Commercial Lines Account Manager, you will be the cornerstone of our Commercial Lines customer service in our State College office; responsible for nurturing client relationships and ensuring their satisfaction at every touchpoint. We pride ourselves on our personalized approach to customer service, setting us apart in the industry. This on-site role allows you to engage face-to-face with both new and longstanding clients, enhancing their experience by directly addressing their needs. If you are passionate about customer service and seek to make a significant impact within a respected agency, we invite you to explore this opportunity. Become part of a team that values positivity, engagement, and innovation as you contribute to our continued growth and success. We look forward to welcoming you to a work environment where your efforts are appreciated and celebrated, paving the way for a promising career in customer service.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan
• Evenings Off
• Fully paid Continuing Education

Responsibilities

Client Interaction: Serve as the primary point of contact for clients, ensuring their queries and concerns are addressed promptly and effectively.

Policy Management: Assist with the management and maintenance of client policies, ensuring accuracy and compliance with industry standards.

Renewals and Reviews: Conduct regular policy reviews and assist clients with the renewal process, identifying potential areas for improvement or additional coverage.

Problem Resolution: Identify and resolve client issues with a commitment to providing excellent customer service.

Documentation: Maintain detailed and accurate records of client interactions and transactions.

Industry Knowledge: Stay informed about the latest developments in the insurance industry to better assist clients.

Requirements

Education: High school diploma or equivalent is required.

Experience: Previous experience in customer service or a related field, preferably within the insurance industry.

Licensing: Valid Pennsylvania insurance license for property and casualty or ability to obtain one within a specified timeframe.

Communication Skills: Excellent verbal and written communication skills, with the ability to clearly explain complex insurance terms to clients.

Technology Proficiency: Familiarity with customer management software and a proficient understanding of Microsoft Office products.

Organizational Skills: Strong ability to multitask, prioritize work, and manage time effectively in a fast-paced environment.

Problem-Solving: Aptitude for identifying issues and developing effective solutions for clients.