Personal Lines Account Specialist (On-Site)

Chase Clarke Stewart & Fontana Insurance Agency; Holyoke (MA); Vor Ort; USD 48.000 - 60.000; Vollzeit

Benefits dieser Stelle

PTO

Health Insurance

Dental Insurance

Hands-on Training

Mon-Fri Schedule

Retirement Plan

Competitive Pay

Career Growth

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer service

Communication

Problem solving

Organizational skills

Team collaboration

Ausbildung

High school diploma

Business degree (preferred)

Tools

Microsoft Office

CRM systems

Jobbeschreibung

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.