Patrick McNealis Insurance and Financial Group · 6 hours ago
Insurance- Personal Lines Client Manager
Shavertown, PA
Full-time
Onsite
Mid Level
$45K/yr - $60K/yrPatrick McNealis Insurance and Financial Group is a dedicated insurance agency committed to safeguarding clients' needs. They are seeking a warm and engaging individual for the role of Insurance- Personal Lines Client Manager, where the individual will be responsible for ensuring clients' insurance needs are met and exceeded, while providing exceptional customer service.
Auto InsuranceCommercial InsuranceFinancial ServicesInsuranceLife Insurance
Responsibilities
Serve as the primary point of contact for our valued personal lines insurance clients
Respond to client inquiries regarding policies, billing, and coverage with clarity and professionalism
Assist clients in making necessary changes or updates to their existing insurance policies
Process policy endorsements, renewals, and cancellations accurately and efficiently
Build and maintain strong, positive relationships with clients, ensuring their satisfaction
Collaborate with the sales team to support client needs and facilitate seamless transitions
Provide exceptional customer service that aligns with our agency's reputation
Qualification
Required
Previous experience in customer service or account management required
Familiarity with the insurance industry is a significant plus
Excellent communication skills, both written and verbal
A proactive and detail-oriented approach to tasks
hold a valid P&C license
Ability to manage multiple priorities effectively in a busy office setting
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.
Founded in 2008
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase