Personal Lines Account Specialist
: Job Details :

About Us

Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver's license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer's needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you.

Personal Lines Account Specialist

The primary function of this role is to drive new business growth through high-volume sales of personal lines insurance products. This role focuses on engaging prospective clients through inbound calls, walk-ins, and appointments, while delivering knowledgeable and consultative service that meets clients' insurance needs. The successful candidate combines strong sales acumen with technical expertise, ensuring policy recommendations are accurate, compliant, and aligned with agency standards. The Account Specialist plays a key role in supporting agency growth objectives and strengthening client relationships.

Key Responsibilities:

Sales and Customer Acquisition

• Responsible for high-volume personal lines insurance sales to new customers
• Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments
• Present and explain insurance coverages to prospective clients, aligning options with their needs and budget
• Analyze insureds' current policies and counsel on coverage improvements

Quoting and Application Processing

• Gather necessary information to generate accurate quotations for customer application submissions
• Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines

Client and Carrier Communication

• Interface with carrier representatives and customers to facilitate effective communication
• Ensure all necessary information is shared with all parties in a timely and complete manner
• Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery

Administrative Support and Compliance

• Maintain detailed records of client interactions and sales activity in the agency management system
• Adhere to internal procedures and state insurance laws and regulations
• Assist with other departmental duties as assigned by the Personal Lines Department Manager

Qualifications:

• High School Diploma required
• Valid Pennsylvania Property & Casualty License (Resident or Non-Resident) required
• Minimum of 3 years of personal lines insurance sales and/or account management experience
• Thorough understanding of brokerage operations procedures and applicable insurance laws/codes
• Familiarity with agency management systems, preferably AMS360 and ImageRight
• Proficiency in Microsoft Office Suite, carrier portals, document management tools, and phone systems
• Strong sales orientation and ability to work independently in a target-driven environment
• Thorough understanding of brokerage operations and applicable insurance laws and codes
• Outgoing personality with strong interpersonal and networking abilities
• Excellent communication skills, both verbal and written
• Occasionally lift and/or move up to 25 pounds
• Minimal travel may be required

Hours: Monday-Friday, 9:00am-5:00pm EST (3 days), 9:00am-6:00pm EST (2 days), and one rotating Saturday per month, 9:00am-1:00pm EST

Office Location: 1036 Washington Blvd., Williamsport, PA 17701 (WR Sims Agency)

Benefits:

• Competitive Compensation plus quarterly commissions
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.