Personal Lines Insurance Specialist

3 weeks ago


Albany, New York, United States Pioneer Bank, National Association Full time

Job Description

Pioneer Bank, National Association seeks a skilled Personal Lines Insurance Specialist to provide exceptional customer experiences and drive sales growth.

Key Responsibilities:

  1. Collaborate with brokers to consultatively sell insurance products to new and existing customers.
  2. Negotiate renewals, prepare proposals, and communicate recommendations to clients for review.
  3. Retain existing customers by delivering industry-leading customer experiences.
  4. Ensure timely completion of account and policy updates and changes.
  5. Coordinate the involvement of relevant agency and business partners to resolve customer issues.

Requirements:

  1. 3 years' experience in personal lines insurance required.
  2. NYS Broker's License required.
  3. Associates' degree preferred.

Pioneer Bank, National Association is an equal opportunity employer and welcomes applications from diverse candidates.



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