The Yurconic Agency · 9 hours ago
Personal Lines Account Specialist
Williamsport, PA
Full-time
Onsite
Mid Level
3+ years expThe Yurconic Agency is a leading insurance provider focused on protecting the Greater Lehigh Valley community. They are seeking a Personal Lines Account Specialist to drive new business growth through high-volume sales of personal lines insurance products while providing consultative service to clients.
Insurance
Hiring Manager
Dani Rappenecker
Responsibilities
Responsible for high-volume personal lines insurance sales to new customers
Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments
Present and explain insurance coverages to prospective clients, aligning options with their needs and budget
Analyze insureds’ current policies and counsel on coverage improvements
Gather necessary information to generate accurate quotations for customer application submissions
Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines
Interface with carrier representatives and customers to facilitate effective communication
Ensure all necessary information is shared with all parties in a timely and complete manner
Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery
Maintain detailed records of client interactions and sales activity in the agency management system
Adhere to internal procedures and state insurance laws and regulations
Assist with other departmental duties as assigned by the Personal Lines Department Manager
Qualification
Required
High School Diploma required
Valid Pennsylvania Property & Casualty License (Resident or Non-Resident) required
Minimum of 3 years of personal lines insurance sales and/or account management experience
Thorough understanding of brokerage operations procedures and applicable insurance laws/codes
Familiarity with agency management systems, preferably AMS360 and ImageRight
Proficiency in Microsoft Office Suite, carrier portals, document management tools, and phone systems
Strong sales orientation and ability to work independently in a target-driven environment
Thorough understanding of brokerage operations and applicable insurance laws and codes
Outgoing personality with strong interpersonal and networking abilities
Excellent communication skills, both verbal and written
Occasionally lift and/or move up to 25 pounds
Minimal travel may be required
Benefits
Competitive Compensation plus quarterly commissions
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
The Yurconic Agency
You can't get too much of a good thing.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Colleen Driscoll
COO
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