Description
What You’ll Love About Working Here
At W.R. Hall Insurance Group, we are proud to offer the best quality service that comes with the experience and industry insight we’ve gained for over 100 years! As a local, independent insurance agency, our focus is on serving individuals, families, and businesses throughout the region, with the goal of making a difference. As part of our team, we encourage problem solving and independent thinking. We offer generous benefits and invest in our employees & cutting-edge technology.
What We Are Seeking
For this full-time Personal Lines Account Manager role, we are seeking an insurance professional who has great customer services skills, a positive attitude and wants to learn & be part of a fantastic team. The ideal candidate will be self-motivated and possess 4-5 years of Personal Lines insurance experience.
Job Responsibilities
- Work in conjunction with Sales to service our customers.
- Answer customer calls and inquiries.
- Enter data into our company management system (Applied Epic).
- Work with carriers on a daily basis.
- Process customer payments when needed.
- Process policy changes, endorsements, cancellations, reinstatements, and certificates as needed.
- Prepare and review renewal information ensuring adequate coverage and competitive pricing.
Minimum Requirements
- License: Property & Casualty (ANY state)
- 4 years of Personal Lines insurance experience with an independent insurance agency
Preferred Skills
- High School Diploma (or equivalent)
- Management Rating Systems: Applied Rater, Applied Epic, CSR24 and Zywave
- Computer Skills: MS Teams, MS Outlook, Adobe, MS Excel
Benefits
- Medical
- Dental
- Vision
- Paid Time Off (PTO)
- Paid Vacation
- Paid Holidays
- 401(k) with up to a 4% Match
- Short & Long-Term Disability
- Life Insurance - $50,000 at no cost to employee
- Great Team Culture
