Personal Lines Account Specialist

About UsSince 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 SpecialistThe 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 AcquisitionResponsible for high-volume personal lines insurance sales to new customersAnswer incoming sales calls and assist walk-in clients, with or without scheduled appointmentsPresent and explain insurance coverages to prospective clients, aligning options with their needs and budgetAnalyze insureds’ current policies and counsel on coverage improvementsQuoting and Application ProcessingGather necessary information to generate accurate quotations for customer application submissionsEnsure all client documentation is collected, verified, and submitted in accordance with underwriting guidelinesClient and Carrier CommunicationInterface with carrier representatives and customers to facilitate effective communicationEnsure all necessary information is shared with all parties in a timely and complete mannerFollow up with clients and carriers to ensure timely binding, issuance, and policy deliveryAdministrative Support and ComplianceMaintain detailed records of client interactions and sales activity in the agency management systemAdhere to internal procedures and state insurance laws and regulationsAssist with other departmental duties as assigned by the Personal Lines Department ManagerQualifications:High School Diploma requiredValid Pennsylvania Property & Casualty License (Resident or Non-Resident) requiredMinimum of 3 years of personal lines insurance sales and/or account management experienceThorough understanding of brokerage operations procedures and applicable insurance laws/codes Familiarity with agency management systems, preferably AMS360 and ImageRightProficiency in Microsoft Office Suite, carrier portals, document management tools, and phone systemsStrong sales orientation and ability to work independently in a target-driven environmentThorough understanding of brokerage operations and applicable insurance laws and codesOutgoing personality with strong interpersonal and networking abilitiesExcellent communication skills, both verbal and writtenOccasionally lift and/or move up to 25 poundsMinimal travel may be requiredHours: 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 ESTOffice Location: 1036 Washington Blvd., Williamsport, PA 17701 (WR Sims Agency)Benefits:Competitive Compensation plus quarterly commissionsHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off Paid HolidaysNo 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.