Insurance Licensed Customer Service
About Patrick McNealis Insurance and Financial Group
We are a fast-paced agency looking for a reliable, hardworking, and personable people to join our award winning team!. We are searching for enthusiastic, career-minded individuals to become our successful team.
Job Description
We are expanding and have an opening for top performing Personal Lines Account Manager to join our award winning team. With our insurance agency’s extensive customer care work, and our amazing products and services, we are excited with the opportunity to maintain our momentum and continue to gain market share.
This position is located in our Bethlehem, PA office.
Benefits: Health and Dental - Retirement plan - 15 PTO
Responsibilities
- Provide exceptional customer service.
- Follow up with customers to ensure satisfaction, respond to queries, and solve or refer problems.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
Requirements
- Previous experience in the Insurance industry as an Account Manager
- Must possess Property & Casualty Insurance license.
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Be a great self-starter with a sense of urgency.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.