Insurance Account Representative - Personal Lines jobs in United States
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Hometown Insurance Agency of LI Inc ยท 2 weeks ago

Insurance Account Representative - Personal Lines

Hometown Insurance Agency of LI Inc is a trusted independent insurance agency that values precision, professionalism, and teamwork. They are seeking a Personal Lines Account Representative who will manage client accounts and provide exceptional customer service while assisting clients with personal lines insurance inquiries.

Auto InsuranceHealth InsuranceInsuranceLife Insurance
Hiring Manager
Joan LaFemina
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Responsibilities

Managing client accounts
Providing exceptional customer service
Assisting clients with inquiries related to personal lines insurance policies
Engaging in sales activities
Identifying opportunities to cross-sell insurance products
Guiding clients in understanding and selecting coverage options

Qualification

Account ManagementCustomer ServiceSalesInsurance KnowledgeOrganizational SkillsEducation on PoliciesNew York State LicenseProblem-Solving SkillsCommunication Skills

Required

Strong skills in Account Management to efficiently handle client accounts and maintain accurate records
Proficiency in Customer Service and Communication, capable of building positive client relationships and addressing inquiries effectively
Experience with Sales, including upselling and cross-selling insurance products to meet customer needs and agency goals
Ability to provide education to clients on insurance policy details and options
Strong organizational and problem-solving skills

Preferred

Knowledge of insurance industry practices is preferred
New York State Property & Casualty Brokers license preferred or a willingness to obtain the license shortly after being hired

Company

Hometown Insurance Agency of LI Inc

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Hometown Insurance Agency specializes in providing customized insurance coverage that meets the needs of families, businesses, and other organizations.

Funding

Current Stage
Early Stage

Leadership Team

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Rebecca Weber, CPCU
CEO
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Company data provided by crunchbase