Qualifications

• High school diploma or equivalent required.
• Property/Casualty insurance license is essential.
• Minimum of one year experience as Personal Insurance Account Manager I or two years in a related insurance position.
• Proficient in Microsoft Office, particularly Word, and internet operations.
• Strong communication skills, both verbal and written.
• Excellent organizational skills and reasoning abilities.
• Ability to work independently and as part of a team.

Responsibilities

• Obtain and compile quote information from clients.
• Prepare applications and manage risk assessments.
• Request and process dwelling photos for applications.
• Meet clients to finalize applications and necessary forms.
• Cross-sell additional insurance products to clients.
• Mail or electronically submit completed applications to insurers.
• Document new business activities and follow up as needed.

Benefits

• Short-term and long-term incentive plans.
• Comprehensive medical, dental, and vision insurance with HSA and FSA options.
• 401(k) plan featuring a 5% employer match.
• Access to an Employee Assistance Program (EAP).
• Life and disability insurance coverage.
• Voluntary cash benefits for accidents, hospitalization, and critical illness.
• Tuition reimbursement for ongoing education.
• Generous leave policies, including Paid Time Off, Sick Leave, and Holidays.