Personal Lines Insurance Specialist

ABOUT US:

When you join Swarts Manning, you’re not just an employee—you’re part of our close-knit team. As a family-owned, independent insurance agency, we prioritize excellence and creating a welcoming, positive environment. We value integrity, collaboration, and having fun while we work together to provide exceptional service. Our mission is to surpass our own high standards and be the best risk protection group in our regions. We take immense pride in our commitment to our customers, employees, vendors, and communities. Imagine working in a place where personal growth, a sense of belonging, and a friendly atmosphere are the norm. Come join us at Swarts Manning—you’ll feel right at home.

KEY RESPONSIBILITIES:

• Proactively manage and maintain strong relationships with high net worth clients, guaranteeing all needs are met with personalized service and expert advice.
• Conduct comprehensive reviews of client exposures, loss histories, and current coverages to recommend appropriate insurance solutions.
• Prepare, present, and negotiate renewal proposals, ensuring timely and accurate policy renewals that align with client needs and expectations.
• Oversee policy administration, including the issuance of binders, policies, and endorsements, maintaining accuracy and compliance with all regulatory requirements.
• Effectively communicate client requirements and binding instructions to carriers, facilitating seamless and efficient service delivery.
• Manage client accounts receivables, ensuring timely premium collection and addressing any billing concerns promptly.
• Utilize the agency management system to maintain detailed records of all client interactions and policy transactions, upholding accuracy and compliance.

SKILLS AND QUALIFICATIONS:

• 3 years of experience in Personal Lines Insurance required.
• Experience working with high net worth clients.
• Must hold an appropriate P&C License. Professional designations such as CPCU, CIC, CISR, etc., are a plus.
• Knowledge and experience with Adobe and Microsoft Office suite (Teams, Outlook, Word, and Excel)

OUR CULTURE:

At Swarts Manning, you'll find a culture that values excellence, collaboration, and integrity. We're not just a team; we're a family that goes above and beyond to provide top-tier service and support. Here, you'll thrive in an environment filled with mutual respect, continuous learning, and a shared commitment to making a positive impact on our communities. Join us, and you'll be part of a vibrant, supportive workplace where your contributions truly matter and your growth is actively nurtured.

EMPLOYEE PERKS:

We know that happy employees are the key to success, so at Swarts Manning, we offer a benefits package designed with your well-being in mind. Enjoy fully paid health insurance, comprehensive dental and vision coverage, 11 paid holidays, and 10 days of starting PTO. Plus, our robust 401k plan ensures your future is secure. We believe in work-life balance, so you can thrive both at work and in your personal life.

CAREER GROWTH:

At Swarts Manning, we prioritize promoting from within—our employees are always our first choice when new opportunities arise. Your growth is our priority, and we’re committed to your professional development. We offer numerous opportunities for career advancement, continuous learning, and skill enhancement. Whether you're just starting out or looking to take your career to the next level, we provide the resources and support you need to achieve your goals. Our collaborative environment fosters innovation and helps you reach new heights. At Swarts Manning, growing within your career and learning every step of the way is a core part of our philosophy.