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Personal Lines Insurance Account Specialist

2 months ago


Geneva, New York, United States C.S. Burrall & Son Inc Full time
Job Overview

An excellent opportunity to become a vital part of a trusted organization

C.S. Burrall & Son Inc is expanding and is in search of a new Personal Lines Account Manager. We take pride in our positive work environment and are looking for an individual who is committed to being a key player in our dedicated team. We seek a candidate who is meticulous and passionate about delivering superior customer service. As our new Account Manager, you will be responsible for providing our clients with the most suitable insurance policies to protect what is most important to them. Your ability to establish rapport and maintain a professional demeanor will be essential in building trust with our clients, ensuring their loyalty and continued business.


What We Offer

Competitive Salary + Commission + Bonus Opportunities

Standard Monday to Friday Work Schedule

Comprehensive Training Program

Life Insurance Coverage

Opportunities for Career Advancement

Retirement Savings Plan

Health Insurance Benefits

Paid Time Off (PTO)


Key Responsibilities
  • Addressing inquiries, resolving issues, and following up with clients to guarantee satisfaction.
  • Building and nurturing strong relationships with clients and insurance carriers to enhance client retention.
  • Creating insurance quotes, reviewing policy renewals, and preparing necessary insurance documentation.
  • Viewing each client interaction as a chance for education and account enhancement.
  • Communicating with clients, carriers, and colleagues in a professional manner across all channels.

Qualifications
  • Property & Casualty License is advantageous. We will cover all licensing costs if not already licensed.
  • Experience in Insurance Customer Service is a plus.
  • Exceptional written and verbal communication abilities.
  • Detail-oriented with strong prioritization and multitasking skills.
  • Intermediate technology and computer proficiency.
  • A collaborative team player who is self-driven and motivated to excel.