Insurance Sales and Account Management Professional

3 days ago


Allentown, Pennsylvania, United States W3Global Inc. Full time
Job Overview

At W3Global Inc., we are committed to delivering exceptional insurance services to our customers in the Greater Lehigh Valley community. As a Personal Lines Account Manager, you will play a crucial role in driving high-volume personal lines insurance sales to new customers.

About the Role

We are seeking an experienced and results-driven individual to join our team as a Personal Lines Account Manager. In this role, you will be responsible for:

  • Answering incoming sales calls and taking walk-in business with or without scheduled appointments
  • Gathering necessary information to generate quotations for customer application submissions
  • Presenting and explaining insurance coverages to customers
  • Analyzing insureds' current policies and counseling coverages when needed
  • Interface with carrier representatives and customers to ensure that all parties receive necessary information in a complete and timely manner
Requirements and Qualifications

To be successful in this role, you must have:

  • A Pennsylvania P&C License (Resident or Non-Resident)
  • A minimum of 3 years of personal lines insurance sales and/or account management experience
  • Thorough knowledge of brokerage operations procedures and applicable insurance laws/codes
  • Proficiency with AMS360 and Image Right (or other agency management systems)
Compensation and Benefits

We offer a competitive compensation package plus quarterly commissions, including:

  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance (Critical Illness, Accident, Legal, Pet Insurance)
  • 401(k) with Safe Harbor Match
  • Paid Time Off and Holidays

Based on industry standards and the location of the job, we estimate the salary for this position to be around $60,000 per year. However, this figure may vary based on individual qualifications and performance.



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