Personal Lines Account Manager

Chase Clarke Stewart & Fontana Insurance Agency; Holyoke (MA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Hands-on Training

Mon-Fri Schedule

Retirement Plan

Competitive Pay

Career Growth

Job summary

Chase Clarke Stewart & Fontana Insurance Agency in Holyoke, MA seeks a Personal Lines Account Manager to manage client accounts and deliver exceptional service. This on-site role emphasizes client communication, policy changes, renewals, and accurate documentation within the agency systems.

Ideal candidates have at least 1 year in insurance, a high school diploma or higher, and a MA Property & Casualty license (or willingness to obtain). Proficiency in Microsoft Office and CRM tools is preferred.

Qualifications

• High school diploma or equivalent required.
• 1 year insurance industry experience preferred.
• MA Property & Casualty license required or willing to obtain.
• Excellent verbal and written communication skills.
• Strong customer service aptitude and problem-solving mindset.
• Highly organized with attention to detail.

Responsibilities

• Interact with personal lines clients and address inquiries.
• Assist with policy changes, renewals, and account management.
• Generate quotes and explain policy options to clients.
• Resolve client concerns with professional communication.
• Document all interactions and transactions in agency systems.
• Collaborate with team to ensure seamless service delivery.

Skills

Customer service

Communication

Problem solving

Organizational skills

Team collaboration

Education

High school diploma

Business degree (preferred)

Tools

Microsoft Office

CRM systems

Job description

Job Description

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.

Benefits

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

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.

Requirements

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.