We are seeking a dedicated and enthusiastic Personal Lines Property & Casualty Insurance Representative to join our personal Private Client team. In this role, you will be the primary point of contact to service HNW clients, providing exceptional advice, support, and assistance. You will handle inquiries, resolve issues, and ensure a positive client experience. The ideal candidate will possess strong communication skills, experience in customer service and/or sales and a passion for helping others.

Base Pay ($60,000-$70,000) + Bonuses + Benefits!

** Property & Casualty License Required **

Benefits/Perks:

Health Insurance
401k + Match
Paid Time Off
Flexible Schedule/Hybrid Position
Career Development & Growth Opportunities
Fun, engaging & cohesive team environment

Qualifications

Property & Casualty License Required!
5+ years experience as a Personal Lines Account Manager.
Experience servicing HNW clients is preferred
Experience in using Applied EPIC preferred but not required.
Strong ability to type efficiently while engaging with customers.
Familiarity with outbound calling techniques is advantageous.
Excellent communication skills, both verbal and written.
Ability to analyze information quickly and provide effective solutions.
Proficient in data entry with attention to detail.
A positive attitude and willingness to learn in a fast-paced environment.

Duties

Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
Provide support for various customer needs including policy information, status, and problem solving.
Conduct outbound calling to follow up on customer concerns or feedback.
Process transactions accurately, including data entry.
Analyze customer issues to identify trends and provide feedback for service improvement
Maintain detailed records of customer interactions and transactions in our database.
Collaborate with team members to enhance the overall customer experience.
Assist in sales efforts by promoting products and services during interactions.

Join us in delivering outstanding service to our customers while developing your skills in a supportive environment!

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance
Paid time off
Work from home

Supplemental Pay:

Bonus opportunities

Experience:

Applied EPIC: 2 years (Preferred)
personal insurance: 3 years (Required)

License/Certification:

Life Insurance License (Preferred)
Property & Casualty License (Required)

Work Location: Hybrid remote in Merrimack, NH 03054

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