Personal Lines Account Manager

PERSONAL LINES ACCOUNT MANAGER (Permanent)

Our client, a rapidly growing insurance agency in WNY, is seeking a Personal Lines Account Manager to join their team. This is an excellent opportunity for a self-starter who is looking for growth opportunities in his/her career.

Responsibilities:

• Act as the primary point of contact for a portfolio or personal insurance clients


• Develop positive, productive relationships with customers in order to identify future opportunities to expand coverage


• Provide outstanding customer service, answer any questions, and ask questions to ensure the customers have the proper coverage for their needs


• Correspondence via phone/email to answer inquiries and resolve issues


• Review/process applications, generate quotes, and provide information in a timely manner


• Contact customers and provide necessary information regarding policy updates, changes, and renewals


• Process new business including paperwork processing, putting information in the computer system, etc.


• Maintain accurate, up to date files in computer system


• Collaborate with other regional team members digitally via Slack or Zoom


• Complete special projects as needed


• Other duties as assigned

Details:

• Position is full-time, direct hire


• 100% in-office; standard 40 hours/week


• $60,000 - $65,000 annually depending on experience, plus bonus potential


• 401k match, 3+ weeks PTO, 13 paid holidays


• Personal Lines Insurance License preferred, but not required


• 1+ years’ customer service or office administration experience in an insurance setting


• Strong communication skills (written and verbal)


• Strong interpersonal skills


• Detail oriented


• Strong computer skills


• Relocation not available 


• Candidates must be authorized to work in the United States; Visa sponsorship is not available


• All employees and applicants, please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: ;