Personal Lines Insurance Account Executive

3 weeks ago


Lindon, Utah, United States Success Team Demo Full time
Job Overview

Salary: $30 per hour

Success Team Demo is a reputable independent insurance agency with over 50 years of experience, seeking a Full-time Personal Lines Account Manager. This role is essential in providing exceptional service to our personal insurance clientele.

Key Responsibilities:
  • Assist clients with inquiries regarding claims, billing, policy modifications, and payment alternatives.
  • Timely quoting of new insurance policies.
  • Conduct thorough reviews of policies for accuracy and engage with clients to assess their insurance needs.
  • Collaborate with underwriters from various insurance providers we represent to evaluate risks.
  • Educate clients on various insurance coverages available.
  • Build and maintain strong relationships with clients, ensuring top-notch service delivery.
  • Regularly connect with existing clients to review their coverage and any changes in their circumstances.
Essential Skills:
  • Excellent communication skills for interactions with clients, colleagues, insurance carriers, and other stakeholders.
  • Experience in managing insurance policies across multiple carriers.
  • Proficient in computer applications.
Qualifications:
  • A minimum of two years in personal lines insurance customer service is preferred, though candidates without experience will be considered.
  • Strong attention to detail.
  • Effective verbal and written communication abilities.
  • Demonstrated strong work ethic and a positive attitude.
  • Capability to resolve practical issues efficiently.
  • Uphold high ethical standards in all interactions.
  • Show respect and courtesy to all individuals.
  • Familiarity with Windows operating systems and Microsoft Office Suite (Word and Excel).
Preferred Qualifications:
  • Possession of a current New York State Property & Casualty Insurance license is preferred; candidates not currently licensed will receive training and preparation for licensing.
  • An Associate degree or equivalent is desirable.
Job Type:

Permanent

Compensation and Benefits:
  • Pay: $27.00 per hour
  • 401(k) with matching contributions
  • Paid time off
  • Bonus opportunities available
Work Schedule:

Monday to Friday

Work Environment:

In-person office setting

Relocation:

Candidates must be able to reliably commute or plan to relocate prior to starting work.

Licensing:

NY State Property and Casualty License is required.



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