Client Insurance Relationship Specialist

Job Description

Do you take pride in taking care of people? At Fallon Insurance Agency, we believe exceptional service is a key driver of retention and client loyalty. We are 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.

• They care about doing things the right way.
• They take ownership.
• They follow through.
• They notice details that others miss.
• They build relationships naturally.
• They enjoy solving problems and helping clients feel taken care of.
• They understand that every interaction matters.

• 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 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

• 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.

• Prior insurance agency experience.
• Property & Casualty & Life Licensed.
• Strong communication skills.
• Professional attitude.
• Strong organizational skills.
• Ability to multitask and prioritize.
• Commitment to accuracy and attention to detail.

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.