Personal Lines Account Manager

Join a 140-year-old independent Hudson Valley agency (not owned by private equity) as a Licensed Personal Lines CSR earning up to $65K, with paid licensing and CISR, full benefits, a 401(k) match, and paid volunteer time. This Jobot Job is hosted by: Dana Paulo Salary: $50,000 - $65,000 per year A bit about us Fifth-generation independent insurance agency that has served the Hudson Valley since 1800s, with five offices and more than 60 carriers. We’re independent, not owned by private equity, and decisions are made locally. Why join us Career growth: openings due to promotions and retirement Licensing, continuing education, and CISR paid for Work at whichever of our offices is closest to you $50K–$65K plus full benefits and a 401(k) match Paid volunteer time Job Details Our firm is seeking a dynamic and detail-oriented Personal Lines Account Manager to join our team. The successful candidate will play a key role in managing and servicing personal lines accounts, maintaining client relationships, and ensuring the smooth operation of our accounting and finance department. This is an excellent opportunity for a motivated professional to apply their skills and knowledge in a challenging and rewarding environment. Responsibilities

1. Managing a diverse portfolio of personal lines accounts, including home, auto, and other personal insurance products.
2. Utilizing Applied Epic software to manage client data, track account activities, and generate reports.
3. Assisting clients with their insurance needs, answering inquiries, and resolving issues efficiently and professionally.
4. Maintaining a thorough understanding of NY Property & Casualty regulations and ensuring all accounts are managed in compliance with these standards.
5. Collaborating with our team to develop and implement strategies for account growth and retention.
6. Analyzing financial data, preparing reports, and making recommendations to improve operational efficiency and financial performance.
7. Staying updated with industry trends and regulatory changes and advising clients accordingly.

Qualifications

1. A minimum of 1 year of experience in personal lines account servicing.
2. Proficiency in using Applied Epic software for account management.
3. A valid NY Property & Casualty license, and will consider if in process to earning license.
4. Excellent customer service skills, with the ability to build and maintain strong client relationships.
5. Strong analytical skills, with the ability to interpret financial data and make sound decisions.
6. Excellent communication and interpersonal skills, with the ability to work effectively both independently and as part of a team.
7. A high degree of professionalism, integrity, and ethical standards.
8. A Bachelor's degree in Finance, Accounting, or a related field is preferred.

This position offers a unique opportunity to work in a fast-paced, client-focused environment where your expertise will be valued and your professional growth nurtured. If you have the necessary skills and experience and are ready for a challenging and rewarding role, we would love to hear from you. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr Jobot