Demo

Account Manager

Old Success Team Demo
Lindon, UT Full Time
POSTED ON 4/4/2025
AVAILABLE BEFORE 6/3/2025

We are a well-established independent insurance agency of over 50 years in the Bloomfield area looking for a Full-time Personal Lines Account Manager. The Personal Lines Account Manager will serve our personal insurance clients and offer them first-class service.

Responsibilities:


  • Assist clients with claims, billing questions, policy changes, and payment options
  • Quote new insurance policies in a timely manner
  • Review policies for accuracy and contact clients to discuss their needs
  • Review risks with underwriters from the different insurance carriers that we represent
  • Educate clients on insurance coverages
  • Develop a good rapport with clients and provide them with exceptional service
  • Connect with current clients to regularly review their changes and coverages

    Skills:
  • Professional communication with customers, co-workers, insurance carriers, and other contacts
  • Experience managing insurance policies from multiple insurance carriers
  • Computer literate

    Requirements:
  • At least two years of personal lines insurance customer service preferred (applicants without experience will still be considered)
  • Strong attention to detail
  • Strong verbal and written communication skills
  • Strong work ethic and positive attitude
  • Ability to resolve practical problems
  • Strong ethical behavior
  • Demonstrate respect and courtesy to everyone
  • Computer literacy in Windows operating system, Microsoft Office (Word and Excel).

    Preferred License and Education:
  • Current New York State Property & Casualty Insurance license (applicants not currently licensed will receive professional training and licensing preparation and must be able to pass the NY State licensing exam after the training period)
  • Associate degree or equivalent

    Job Type: Permanent

    Pay: $18.00 - $27.00 per hour

    Benefits:
  • 401(k)
  • 401(k) matching
  • Paid time off
    Supplemental pay types:
  • Bonus opportunities
    Weekly day range:
  • Monday to Friday
    Work setting:
  • In-person
  • Office

  • Ability to commute/relocate:
  • Bloomfield, NY 14469: Reliably commute or planning to relocate before starting work (Required)

    License/Certification:
  • NY State Property and Casualty License Location: In person

Salary : $18 - $27

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