Insurance Account Manager

Recruiting Partner: Mallory McNally

Newtown, Pennsylvania | Finance | Hybrid | $45,000 to $55,000 | Job ID: 172930

Job Summary

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Join a rapidly growing agency focused on delivering exceptional results for clients while building a workplace where their team can thrive. This is an agency with leadership that believes that the success of the company comes directly from investing in the growth, development, and well-being of their people.

Qualifications

  • Property and Casualty insurance license 
  • One (1) year of experience in customer service or administrative support
  • Possess a genuine willingness to learn
  • Be intuitive and resourceful
  • Possess an upbeat, positive, and enthusiastic attitude
  • Be a great team player
  • Ability to prioritize and multi-task
  • Excellent written and verbal communication skills
  • Ability to build rapport with clients
  • Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
  • Highly reliable with the ability to maintain regular attendance and punctuality

Benefits

  • Great benefits, supportive team, and room for growth!
  • 401(k)
  • Full benefits package
  • Paid time off
  • Competitive Salary + Bonus Opportunities
  • Hybrid schedule- 4 days in office/1 remote
  • Opportunities for career growth and advancement within the agency

Responsibilities

  • Handle inbound and outbound contacts in a courteous, timely, and professional manner
  • Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation
  • Answer customer calls and correspondence regarding new or existing insurance policies
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
  • Secure all Trailing Documents from customers
  • Listen to customers, understand their needs, and resolve customer issues

 

JOB ID: 172930

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Mallory McNally

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Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

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Mallory McNally

Goodwin Recruiting