The Yurconic Agency · 1 day ago
Personal Lines Account Specialist
Hamburg, PA
Full-time
Onsite
Mid Level
3+ years expThe Yurconic Agency has been a leading insurance provider in the Greater Lehigh Valley since 1969. The Personal Lines Account Specialist role focuses on driving new business growth through high-volume sales of personal lines insurance products while providing knowledgeable and consultative service to clients.
Insurance
Hiring Manager
Dani Rappenecker
Responsibilities
Responsible for high-volume personal lines insurance sales to new customers
Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments
Present and explain insurance coverages to prospective clients, aligning options with their needs and budget
Analyze insureds’ current policies and counsel on coverage improvements
Gather necessary information to generate accurate quotations for customer application submissions
Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines
Interface with carrier representatives and customers to facilitate effective communication
Ensure all necessary information is shared with all parties in a timely and complete manner
Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery
Maintain detailed records of client interactions and sales activity in the agency management system
Adhere to internal procedures and state insurance laws and regulations
Assist with other departmental duties as assigned by the Personal Lines Department Manager
Qualification
Required
High School Diploma required
Minimum of 3 years of personal lines insurance sales and/or account management experience
Current Pennsylvania Property & Casualty License required
Thorough understanding of brokerage operations and applicable insurance laws and codes
Strong sales orientation and ability to work independently in a target-driven environment
Outgoing personality with strong interpersonal and networking abilities
Excellent verbal and written communication skills
Minimal travel may be required
Preferred
Familiarity with agency management systems, preferably AMS360 and ImageRight
Proficiency in Microsoft Office Suite, document management software, and carrier proprietary platforms
Benefits
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
The Yurconic Agency
You can't get too much of a good thing.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Colleen Driscoll
COO
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