Personal Lines Account Manager

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.

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

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.

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.

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.