Personal Lines Account Manager

Spencer Insurance Agency, Inc.
Jenkintown, PA
Part time, 20-30 hrs/week
Pay: $20-$22/hr

We are a 2^nd generation family-owned insurance agency that has proudly served the community since 1963.  We offer many types of insurance including personal, commercial, life, and long-term care.  We are looking for someone to join our current team of five people and work primarily on personal lines.  Insurance knowledge is a plus but not required.  We are happy to train the right candidate.  This is a great opportunity for a stay-at-home parent looking to get back into the work force.

Duties & Responsibilities

• Answer incoming calls, emails, and texts from clients. Assist them with policy and billing questions, process payments, policy changes, and provide policy documentation as needed
• Monitor incoming correspondence from insurance companies, mortgagees, and lienholders and take action as necessary
• Assist with quoting and issuing policies
• Assist with client onboarding process and marketing/cross sell campaigns
• Develop and sustain relationships with clients and company personnel
• Document and maintain agency management system
• Other duties as assigned
  
  

Requirements

You will be expected to earn your Property/Casualty Insurance License.  You will receive study material and will be sent to a pre-licensing class before taking an exam.  Continuing Education classes are required each year in order to maintain your license.

Skills & Qualifications

• Strong communication and follow up skills are a must
• Must be comfortable speaking with clients and company personnel on the phone
• Willingness to learn and follow procedures
• Must have good computer skills and be open to increased automation of all tasks
• Must be honest and ethical
• Must be able to work independently, be organized, and pay attention to detail
• Experience in customer service preferred
  
  

Benefits

• Paid Time Off
• Holidays
• Employer contribution towards health insurance
• Licensing and continuing education paid for by employer
• Sales incentive plans (once licensed)

To apply

Please email owner@spencerinsurance.com.  In the subject line write, “I am interested in the Personal Lines Account Manager position” and attach a copy of your resume.  Do not put your resume in the body of the email.  Thank you for your interest!