Patrick McNealis Insurance and Financial Group ยท 3 weeks ago
Personal Lines Insurance Account Manager Entry-Level or Experienced
Emmaus, PA
Full-time
Hybrid
Entry, Mid Level
$45K/yr - $65K/yr
2+ years expPatrick McNealis Insurance and Financial Group is a growing, client-focused insurance agency dedicated to providing exceptional service and tailored solutions. They are seeking a Personal Lines Insurance Account Manager to build and maintain relationships with clients, assist with policy changes, and manage renewals.
Auto InsuranceCommercial InsuranceFinancial ServicesInsuranceLife Insurance
Responsibilities
Build and maintain relationships with clients, providing exceptional customer service
Assist clients with policy changes, coverage questions, billing inquiries, and claims support
Review, process, and manage personal lines renewals
Identify cross-selling opportunities to enhance client coverage
Communicate with insurance carriers to process endorsements, bind coverage, and resolve issues
Maintain accurate client records in our agency management system
Follow up on outstanding client requests and ensure timely resolution
Qualification
Required
No prior insurance experience required, but customer service or administrative experience is a plus
Willingness to obtain a Property & Casualty license within [X] months of hire (support provided)
Strong communication and organizational skills
Comfortable learning new systems and working in a fast-paced environment
Active Property & Casualty license
2+ years of experience managing personal lines accounts preferred
Proficiency in an agency management system (Applied Epic experience a plus)
Proven ability to manage a client book independently
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Evenings Off
Hands on Training
Retirement Plan
Company
Patrick McNealis Insurance and Financial Group
Patrick McNealis Insurance and Financial Group provides home insurance, auto insurance, life insurance, and commercial insurance services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase