Posted 14h ago

Personal Lines Account Manager

@ Chase, Clarke, Stewart & Fontana Insurance Agency
Holyoke, Massachusetts, United States
OnsiteFull Time
Responsibilities:serving clients, managing policies, generating quotes
Requirements Summary:High school diploma required; 1+ year insurance experience preferred; must hold or obtain MA property & casualty insurance license; strong communication, customer service, organizational skills; proficiency with Microsoft Office and CRM systems.
Technical Tools Mentioned:Microsoft Office Suite, CRM systems
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Job Description
Job Overview

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

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.

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.

Remote Type:No
Job Type:Full-Time
Job Category: Customer Service Representative
Location:59 Bobala Road,Holyoke,MA,01040,US

About Us

Chase Clarke Stewart & Fontana Insurance Agency is a team of dedicated individuals that work hard to provide each customer the best service while educating them on insurance products that would benefit them the most. We are always looking for talented individuals who want to succeed in the insurance industry. If you are willing to learn and looking for a rewarding career opportunity, then we encourage you to apply today