Job Summary
The Personal Lines Branch Manager is responsible for managing and servicing a portfolio of personal lines insurance clients, ensuring client satisfaction, and fostering a long-term relationship with clients and carrier representatives. This role requires excellent communication skills, a strong understanding of personal insurance products, and the ability to work collaboratively in a fast-paced environment.
Key Responsibilities
- Manage and service a book of personal lines accounts:
- Develop and maintain strong client and carrier relationships.
- Address client inquiries and resolve issues promptly.
- Assist clients with policy renewals, changes, cancellations and billing questions.
- Ensure policies are up-to-date and meet client needs.
- Maintain Accurate Records in agency management database.
- Sales and Cross Selling:
- Solicit, advise and sell new personal lines insurance to meet new business goals.
- Identify opportunities to account-round or cross-sell additional insurance products.
- Refer products to other departments.
- Assist Clients with Claims:
- Guide clients through the claims process.
- When needed, liaise with insurance carriers to facilitate claims resolutions.
- After Hours Emergency Calls:
- Help manage after-hours emergency requests.
- Community Engagement:
- Be involved in the local community and represent the values of the Sholley Insurance Agency well.
- Seek opportunities to be involved in the local chamber of commerce or other local business networking organizations.
- Collaborate with the Team:
- Work closely with other team members to ensure seamless service delivery and excellent client experience.
- Participate in team meetings and contribute to a positive work environment.
Qualifications
- Proven experience in personal lines insurance, preferably in an account management or customer service role.
- Strong knowledge of personal lines insurance products.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients, carrier representatives and colleagues.
- Detail-oriented with strong organizational and time management skills
- Ability to work independently and as part of a team in a fast-paced environment.
Requirements
- Pennsylvania Property and Casualty Insurance License
- Signature of Non-Compete/Non-Piracy Agreement
What We Offer
- Competitive Salary
- Employer Paid Benefits:
- Life Insurance
- Short Term Disability
- Long Term Disability
- Employer Sponsored Benefits:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Employee Paid Benefits:
- Accident Plan
- Critical Illness Plan
- Voluntary Life
- Retirement Matching
- Paid Time Off
- Paid Volunteer Time Off
- Paid Holidays
The link to the job description and to submit a resume/application is here: https://sholleyagency.com/about-our-agency/join-our-team/
