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
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
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

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:

As a Personal Lines Account Manager, your primary duties will include:

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:

The ideal candidate for the Personal Lines Account Manager position will possess the following:

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.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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