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A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference in our business.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well.
We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.
A career with Phelan Insurance means being a part of an agency that is making a difference in the lives of every client they serve. As a team, we work closely together to understand and support our clients’ needs, give them complete protections, and save them time and money. Knowing you are making an actual difference in these customers’ lives makes the insurance industry a deeply rewarding career choice. We are always looking for dedicated, passionate workers with great customer service skills. View our current openings and apply today!
Phelan Insurance Agency, Inc. is hiring!
View our fantastic opening below:
Commercial Lines Account Manager
Job Description: Phelan Insurance is seeking a full-time Commercial Lines Account Manager to join our team of dedicated insurance professionals.
Serves as liaison between Account Executive (Producer) and client to meet the day-to-day business needs of our customers. Works with Producer(s) in the preparation of applications and supplemental materials in the servicing of new and renewal business. Manages desk through the Agency Management System. Performs various other administrative functions including the preparation of letters, reports and other correspondence as needed.
Responsibilities: You will be responsible for all client communication via the phone, email and internet, handling full renewals, auditing the account to assess changes and policy needs, quoting new business, researching problems, and rounding out accounts. Workload is managed through our Agency Management System. The desired candidate will have the ability to provide exceptional customer service to a wide range of clients. Individuals with an insurance or customer service background are encouraged to apply. Proficiency in Microsoft Office, attention to detail, and a commitment to excellence are key requirements.
- Performs duties necessary to support Account Executive(s), including updates on proposals.
- Assists Account Executive(s) with preparation of new business applications and supplemental applications for submission to insurance carriers.
- Works with Account Executive and other associates in gathering and preparing information for new policy proposals to prospective insured’s.
- Suggests and/or recommends new methods and procedures for achieving 100% customer satisfaction.
- Establish role as primary contact with identified accounts of Account Executive/Producer.
- Stay current on rates, forms, coverage’s and carrier changes through circulars, bulletins, publications and seminars.
- Process and reviews client policy, endorsement requests, endorsements, cancellations, and audits work product according to established Agency procedures and workflows.
- Updates full and accurate client data and policy in the Agency Management System.
- Maintain task items in a timely and organized manner.
- Must be proficient in MS Word and Excel, along with other insurance software programs.
- Performs any and all other duties as assigned by Management.
Application
We are passionate about serving our clients, developing our team of professionals, and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.
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Company Benefits
Join our team and enjoy these benefits as you take your career to the next level.
- 401(k)
- Dental
- Vision
- Medical
- Paid Vacation
- Paid Holidays
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