On-Site Personal Lines Account Manager — Client Care

The Juris Agency; Holyoke (MA); On-site; USD 54,000 - 72,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Competitive Pay

Career Growth Opportunities

Job summary

Chase Clarke Stewart & Fontana Insurance Agency in Holyoke, MA is seeking a Personal Lines Account Manager to deliver exceptional service to personal insurance clients. This on-site role emphasizes client interactions, policy updates, renewals, and accurate documentation.

The ideal candidate has at least 1 year in insurance, strong communication skills, and familiarity with MS Office and CRM systems; MA Property & Casualty license is preferred or willing to obtain.

Qualifications

• Educational background: high school diploma or equivalent; degree in business or related field preferred.
• Experience: at least 1 year in the insurance industry preferred.
• Licensing: MA Property & Casualty Insurance License or willingness to obtain.

Responsibilities

• Client Interaction: Provide a welcoming and supportive experience for personal lines clients, addressing inquiries.
• 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 help clients choose coverage.
• Issue Resolution: Resolve client concerns with professional communication.
• Documentation: Document all client interactions and transactions in the agency systems.
• Collaboration: Work with team members to ensure seamless service delivery.

Skills

Customer service

Communication

Organizational skills

Tech-savvy

Problem solving

Detail-oriented

Education

High school diploma

Business degree preferred

Tools

Microsoft Office Suite

CRM system

Job description

Chase Clarke Stewart & Fontana Insurance Agency in Holyoke, MA is seeking a Personal Lines Account Manager to deliver exceptional service to personal insurance clients. This on-site role emphasizes client interactions, policy updates, renewals, and accurate documentation.

The ideal candidate has at least 1 year in insurance, strong communication skills, and familiarity with MS Office and CRM systems; MA Property & Casualty license is preferred or willing to obtain.