Job Overview:
Troast-Singley & Miller Insurance Agency: We are family owned independent agency that was started in Philadelphia, PA in 1993. Our focus has been on providing personalized service to our Property & Casualty customers. We have a unique opportunity to join our growing insurance agency. We invite you to become an integral part of our success. We are seeking a motivated and ambitious individual to join our team as an Account Manager. As a key player in our organization, you will have the opportunity to make a significant impact by helping individuals protect what matters most to them. If you're passionate about building relationships, have a knack for effective communication, and a desire to help others, we want to hear from you. Join us in reshaping the way people perceive and experience insurance.
Our agency culture is a blend of professionalism and FUN!
ESSENTIAL FUNCTION:
The Personal Lines Account Manager is responsible for servicing all customers in their assigned book of business, as well as any customers requiring immediate support from day-to-day. Additional roles and responsibilities are outlined below.
Responsibilities:
- Service and advise a designated group of customers, manage and process customer requests including changes to policies, endorsements, billings questions, general questions, answering the phone, reporting claims, processing cancellation, etc.
- Process new & current customer quotes for all types of personal insurance includes home, auto, umbrella, cycles, dwelling fire. Present various options and recommendations to acquire and retain customers.
- Work with carrier underwriters to build relationships and represent each carrier’s products and guidelines correctly.
- Meet with clients for changes and to review policy coverage.
- Document all conversations with customers and/or insurers relative to exposures and coverage in our client database accounts per agency protocol.
- Send property recommendations as required by carrier to insureds.
- Attend & prepare for Personal Lines or special project meetings.
- Additional duties and tasks as needed to support the agency clients and staff.
ESSENTIAL KNOWLEDGE, SKILLS & ABILITIES
- Excellent customer service skills.
- Ability to work well and build relationships with customers and coworkers.
- Performs duties by complying with agency established procedures.
- Good working knowledge of computer office software. Partner Platform experience helpful.
- Excellent oral and written communication skills.
- Excellent interpersonal and analytical skills.
EDUCATION & EXPERIENCE:
- High school degree
- Bachelors degree preferred.
- Experience : Insurance experience of 2+ year.
- Specialized Licensure: Possess a Property & Casualty insurance license in PA
- Continuing Education/Training: as required by applicable statutes and regulations.
We are located in the heart of South Philadelphia!
Job Type: Full-time
Required experience:
- Personal Lines: 2 years
- Property & Casualty: 2 years
Required license or certification:
- PA Property & Casualty License
Job Type: Full-time
Pay: $55,000-75,000 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Supplemental pay types:
- Bonus opportunities
- Commission
Weekly day range:
- Monday to Friday
- No weekends
Work setting:
License/Certification:
- P&C Insurance License (Required)
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Flexible schedule
- Paid time off
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
- Monday to Friday
- No weekends
Work setting:
Education:
- High school or equivalent (Required)
License/Certification:
- Insurance Producer License (Required)
- Life Insurance License (Preferred)
Ability to Commute:
- Philadelphia, PA 19145 (Required)
Ability to Relocate:
- Philadelphia, PA 19145: Relocate before starting work (Required)
Work Location: In person