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sales renewals microsoft office policy management client relationship management📋 Description
- Serve as trusted advisor to clients; recommend coverage
- Build long-term relationships through proactive service
- Conduct regular policy reviews to ensure clients are protected
- Generate new business via referrals and networking
- Quote, bind, and service policies across multiple carriers
- Manage renewals and endorsements accurately
🎯 Requirements
- Active Pennsylvania Property & Casualty license
- 3+ years in an insurance agency or brokerage
- Proven track record of client retention and/or new business
- Strong communication and relationship-building skills
- A self-motivated professional who takes ownership of their book of business
- Ability to manage multiple accounts and priorities effectively
🎁 Benefits
- Competitive base salary plus commissions/bonuses
- Established client base with growth potential
- PTO, medical, dental & vision, 401K with 4% match
- Employee ownership
- Supportive, team-oriented environment
- Growth opportunities and expanded responsibilities
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