Job description
Job Title: Personal Lines Account Associate
Job Summary:
An established and growing independent insurance brokerage is seeking a motivated Personal Lines Account Associate to join its professional team. This entry-level position offers the opportunity to learn and develop a successful insurance career, with a clear growth path toward becoming an Account Manager. The role includes a hybrid work schedule following training.
Responsibilities:
- Support the advising, analysis, retention, servicing, marketing, and coverage expansion efforts for assigned personal lines clients.
- Assist with processing new and renewal business.
- Maintain accurate records and documentation in the agency management system.
- Provide prompt, professional customer service to meet client needs.
- Collaborate with team members to ensure client satisfaction and account retention.
Qualifications/Requirements:
- Entry-level experience; exposure to multiple insurance carriers a plus, but not required.
- Property & Casualty license (or willingness to obtain upon hire).
- Strong customer service skills with the ability to work in a fast-paced environment.
- Ability to work independently and collaboratively as part of a team.
- Excellent communication, organizational, and time management skills.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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