Now Hiring - Satanoff Insurance & Financial Services Agency LLC - Entry Level Insurance Account Technician in Wayne, PA

Full description of the position

Description: We are looking to train a motivated professional to join our team! The Satanoff Agency is a growing financial and lifestyle insurance agency located in Wayne, PA. While we foster a team-oriented culture, our agency thrives on the creativity and individual strengths of each employee. If you are looking to gain professional knowledge and experience while utilizing your unique personality traits, this is a great position for you! We are looking to fill an entry-level position with the opportunity to grow and expand within the role! This position is a full-time on-site role. Mission of the Personal Lines Account Technician: To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport building and excellent communication skills, this role will work to solve clients' problems effectively and efficiently. This includes being the first line of defense on all service items and only passing on the ones that require a licensed agent. Proactively work with the team to relentlessly support the Account Managers. Job Overview/Responsibilities: * Handle daily downloads first thing in the morning * Handle daily printing, scanning and faxing for the entire team * Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher-level questions to the account manager * Work to get clients on EFT or Pay in full payment options * Call late payment notices 3 days before cancellation * Provide customers with additional information about new products and services * Responds to all inquiries, cancellation requests, and sales requests within specified timeframe * Ask clients for Google reviews and educate them on the agency's referral program * Thoroughly understand and follow all underwriting, rating and compliance requirements * Foster strong relationships with our customers to maintain a high level of client retention and product loyalty * Be the first to answer all phone calls and diligently screen the calls. Handle any service tasks to defend the account manager team * Clearly and effectively communicate to the clients to manage expectations both via the phone and email. This includes taking a proactive approach * Proactively work with account managers to take work from their desks that can be handled within your role * Relentlessly work to update contact information on each and every call * Present and explain insurance policy options based upon prospective client needs and their personal goals * Enter data into the agency management system and/or rater * Take agency claims and warm transfer them to the carrier * Other duties as needed, assigned by management Principles: * Address difficult issues professionally and quickly * Listen to learn and strengthen the agency * Be relentlessly positive with the team and see their potential when they cannot * Outlast the suck of adopting change * Be driven to achieve the agency's goals Career Path for this role (PL/CL): * Service Opportunities * Associate Account Manager * Account Manager * Sr Account Manager Additional Growth: * Sales Opportunities * Inside Sales Executive * Outside Sales Executive Requirements: * BA/BS degree or equivalent work experience * Possess an upbeat, positive and enthusiastic attitude * Proficiency to multi-task, follow-thru and follow-up * Problem-Solving Capabilities * Strong communication and negotiation skills Benefits: * Competitive Salary * Paid Vacation & Holidays * 401K * Ongoing Professional Development & Training * Quarterly Incentive Programs * Wellness Opportunities Job Type: Full-time Benefits: * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Ability to Commute: * Wayne, PA 19087 (Required) Work Location: In person