Personal Lines Client Executive

The Juris Agency

Hanover (York County)

On-site

USD 55,000 - 75,000

Full time

8 days ago
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Benefits offered by this job

Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Evenings Off
Hands on Training
Retirement Plan

Job summary

Highstreet Insurance Services is seeking a thoughtful Personal Lines Client Executive to join our local team in Hanover, PA. You will be the go-to expert for clients, guiding them through life transitions and ensuring proper coverage of homes, vehicles, and assets.

You will review policies, manage renewals, and collaborate with carrier partners to secure competitive rates. Strong communication, license, and 3+ years in personal insurance are required.

Qualifications

  • Active Pennsylvania Property & Casualty Insurance License required.
  • Three or more years of experience managing personal insurance portfolios.
  • Experience with agency management systems and accurate client records.
  • Proficiency in Microsoft Office and digital document management.
  • Ability to explain complex insurance concepts clearly.

Responsibilities

  • Act as the primary point of contact for personal lines clients, managing renewals and policy changes.
  • Review policies to identify gaps and suggest improvements to protect clients.
  • Collaborate with carrier partners to secure competitive rates and coverage terms.
  • Document client interactions and maintain up-to-date records.
  • Provide guidance during the claims process and support clients during stressful moments.
  • Contribute to a positive, collaborative office culture by sharing knowledge.

Skills

Client relationship management
Policy renewal handling
Clear communication
Insurance product knowledge

Education

Pennsylvania Property & Casualty Insurance License

Tools

Agency management systems

Job description

Job Description

At Highstreet Insurance Services, we believe that insurance is about more than just policies—it is about the people we protect. We are currently looking for a thoughtful and detail-oriented Personal Lines Client Executive to join our local team. In this role, you will become the go-to expert for our clients, guiding them through life's transitions by ensuring their homes, vehicles, and assets are properly covered. You won't just be processing paperwork; you will be building relationships and providing peace of mind to neighbors and community members. We provide a space where your expertise is respected and your contributions directly impact the lives of those we serve.

Benefits
  • Paid Time Off (PTO)
  • Flexible Schedule
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Mon-Fri Schedule
  • Evenings Off
  • Hands on Training
  • Retirement Plan
Responsibilities

Act as the primary point of contact for our personal lines clients, managing their renewals, policy changes, and coverage inquiries.

Review existing policies to identify gaps and suggest meaningful improvements to better protect our clients.

Collaborate with our carrier partners to secure competitive rates and the best coverage terms for our policyholders.

Document all client interactions thoroughly, ensuring our records reflect the most up-to-date and accurate information.

Provide guidance during the claims process, helping clients feel supported and informed during stressful situations.

Contribute to a positive, collaborative office culture by sharing knowledge and assisting colleagues with complex policy questions.

Requirements

Active Pennsylvania Property & Casualty Insurance License.

Three or more years of experience managing personal insurance portfolios.

Expertise using agency management systems to maintain accurate client records.

Strong comfort level with Microsoft Office Suite and digital document management.

Ability to articulate complex insurance concepts clearly and helpfully.

Prior experience in an independent agency setting is a significant advantage.

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