Client Insurance Relationship Specialist ( Base + Bonuses)

Job Description

Job Description

Do You Take Pride in Taking Care of People?

Most people view insurance service as answering phones and processing paperwork.

We don't.

At Fallon Insurance Agency, we believe exceptional service is one of the biggest drivers of retention, referrals, client loyalty, and long-term agency success.

That's why we're looking for an experienced Insurance Account Manager who genuinely enjoys helping people and takes pride in delivering an exceptional client experience.

The person who succeeds in this role isn't just looking for a paycheck.

1. They care about doing things the right way.
2. They take ownership.
3. They follow through.
4. They notice details that other people miss.
5. They build relationships naturally.
6. They enjoy solving problems and helping clients feel taken care of.
7. Most importantly, they understand that every interaction matters.

You Might Be a Great Fit If:

• You genuinely enjoy helping people
• You take pride in your work
• You hate dropping the ball
• You are highly organized
• You follow through on commitments
• You communicate professionally
• You enjoy building long-term relationships
• You pay attention to details
• You take ownership of problems until they're resolved
• You believe great service creates loyal clients
• You Probably Won't Enjoy This Position If:
• You dislike talking with clients
• You struggle with organization
• You prefer being told exactly what to do all day
• You dislike accountability
• You rush through work and make avoidable mistakes
• You see service as "just answering phones"

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

What You'll Do

Welcome and onboard new clients

Conduct policy reviews

Handle policy changes and service requests

Assist clients with billing and coverage questions

Support retention efforts

Strengthen household relationships

Generate referrals through exceptional service

Help identify coverage gaps and protection opportunities

Deliver an outstanding client experience

What We're Looking For

1. Prior insurance agency experience
2. Property & Casualty & Life Licensed
3. Strong communication skills
4. Professional attitude
5. Strong organizational skills
6. Ability to multitask and prioritize
7. Commitment to accuracy and attention to detail

About Fallon Insurance Agency

Our mission is simple:

We believe clients deserve proactive service, honest advice, and a team that genuinely cares about protecting what matters most.

If you're an experienced insurance professional who takes pride in helping clients and building relationships, we'd love to hear from you.

Apply today.