PFS Account Manager

For more information visit mypfsinsurance.com.

About the role

The Account Manager independently manages client accounts, serves as the primary client contact, and provides strategic insurance guidance while overseeing the full servicing lifecycle.

Responsibilities

• Assists with servicing customer accounts including phone calls and walk-in customers.
• Completes insurance proposals and quotes for agents and producers.
• Issues binders, endorsements, cancellations/reinstatement notices, etc.
• Prepares and distributes certificates of insurance.
• Maintains accounts on agency management system.
• Processes insurance claims and loss notices.
• Assists with renewals.
• Regular and reliable attendance.
• Assists with other job-related duties as assigned by manager.
• Communicates effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before/after, if necessary.
• While remote work may be available periodically, in-office presence is required at times to maintain collaborative efforts.

Requirements

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and agency software.
• Ability to communicate courteously and professionally with customers and coworkers.
• Ability to multi-task and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to operate office machines including switchboard, adding machine, copy machine, etc.
• Ability to cross-sell insurance products.
• High School diploma or equivalent.
• Proper insurance licenses.

Benefits

Benefits for employees working at least 35 hours per week include:

• 8 paid holidays.
• 17 PTO days each year for the first five years of employment (90-day introductory period required before accrual).
• 16 hours of paid sick time upon hire date.
• Health, dental, prescription drug card, vision, and voluntary life insurance plans.
• Health savings account with employer contributions.
• Flexible medical and dependent care spending plans.
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
• $50,000 group term life insurance.
• Long-term disability insurance and employee assistance program.

If working less than 35 hours per week, benefits are modified.

Pay

Hourly $29.81 - $36.06