ASSISTANT COMMERCIAL PORTFOLIO MANAGER

$40,000 - $45,000/Yr

Linda Krisko Insurance & Financial - Allentown, PA

Full-time - Entry Level

Allentown, PA

About the position

The Assistant Commercial Portfolio Manager plays a vital role in customer retention for an insurance agency, focusing on ensuring clients receive optimal pricing and coverage. This position involves engaging with clients to address billing inquiries, maintaining accurate records, and following up to ensure client satisfaction, thereby contributing to the overall success of the agency.

Responsibilities

• Review and compare insurance coverages.
• Shop for insurance carriers to find the best options for clients.
• Manage billing questions and ensure accurate transactions.
• Maintain up-to-date client records.
• Communicate effectively with clients and insurance personnel both verbally and in writing.
• Follow up on pending matters to ensure client satisfaction.

Requirements

• Reliability and a strong work ethic.
• Accountability for managing client accounts on a renewal basis and for day-to-day activities.
• Strong verbal and written communication skills.
• Proficiency in math to handle premium calculations and ensure transaction accuracy.
• A property & casualty insurance license is preferred but not required.
• Willingness to undergo mentorship and training.

Nice-to-haves

• Experience in sales.
• Bilingual skills.

Benefits

• Paid Time off
• 7 Paid Holidays
• Health Benefit Allowance
• Opportunities for advancement into a sales position.