Longmeadow MA Spanish Speaking Personal Care Management Skills Trainer

Tempus; Longmeadow (MA); Vor Ort; USD 52.000 - 66.000; Vollzeit

Benefits dieser Stelle

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Competitive Pay

Zusammenfassung

Chase Clarke Stewart & Fontana Insurance Agency in Holyoke, MA is seeking a Personal Lines Account Manager for an on-site role. You will manage personal lines accounts, quote policies, and ensure exceptional client service in a lively team environment.

Ideal candidates have 1+ year insurance experience, strong communication skills, and a MA Property & Casualty License or willingness to obtain one. PTO, health insurance, and retirement plans are offered.

Qualifikationen

• High school diploma or equivalent required; business degree preferred.
• At least 1 year of experience in the insurance industry.
• Must hold or be willing to obtain a MA Property & Casualty Insurance License.
• Strong verbal and written communication skills.
• Excellent organizational skills for managing multiple accounts.

Aufgaben

• Client Interaction: Provide a welcoming experience for personal lines clients.
• Policy Management: Assist with policy changes and renewals.
• Quoting and Sales: Generate quotes and explain policy options.
• Issue Resolution: Resolve client concerns professionally.
• Documentation: Accurately document client interactions in systems.
• Collaboration: Work with team to ensure seamless service.

Kenntnisse

Customer service

Communication skills

Detail oriented

CRM systems

Microsoft Office

Ausbildung

High school diploma or equivalent

BA/BS preferred

Tools

Microsoft Office Suite

CRM systems

Jobbeschreibung

Chase Clarke Stewart & Fontana Insurance Agency is thrilled to invite applications for the role of a Personal Lines Account Manager, based in the vibrant city of Holyoke, Massachusetts. With a focus on delivering unparalleled customer service, we seek a motivated individual who thrives in a lively and engaging work environment. As an integral part of our esteemed team, you will be entrusted with managing personal lines accounts, ensuring our clients receive the utmost care and attention. This is an on-site role, where your ability to connect and communicate effectively will be paramount. If you are passionate about customer service, enjoy solving problems, and are eager to grow within a supportive company culture, we would be delighted to welcome you to our team. Embrace this exciting opportunity to cultivate lasting relationships with clients and contribute to their peace of mind through exceptional service.

• Paid Time Off (PTO)
• Health Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan
• Competitive Pay

Responsibilities

• Client Interaction: Provide a welcoming and supportive experience for personal lines clients, addressing their inquiries and needs effectively.
• Policy Management: Assist clients with policy changes, renewals, and overall management of their insurance accounts.
• Quoting and Sales: Generate insurance quotes, explain policy options clearly, and assist clients in selecting the most suitable coverage.
• Issue Resolution: Proactively resolve any client concerns or problems with professional and understanding communication.
• Documentation: Ensure accurate and thorough documentation of all client interactions and transactions within the agency's systems.
• Collaboration: Work closely with team members to ensure seamless service delivery and client satisfaction.

Requirement

• Educational Background: A minimum of a high school diploma or equivalent is required; a degree in business or a related field is preferred.
• Experience: At least 1 year of experience in the insurance industry preferred.
• Licensing: Must hold or be willing to obtain a MA Property & Casualty Insurance License.
• Communication Proficiency: Exceptional verbal and written communication skills to effectively liaise with clients and team members.
• Customer Service Skills: Strong customer service aptitude with a passion for helping clients and resolving their concerns promptly.
• Organizational Skills: Ability to manage multiple accounts and maintain detailed records of client interactions and transactions.
• Tech-Savvy: Proficiency with Microsoft Office Suite and experience using CRM systems.
• Problem Solving: Strong analytical skills and ability to handle challenging situations with a positive attitude.
• Detail-Oriented: High attention to detail to ensure accuracy in all client communications and documentation.