What are the responsibilities and job description for the Commercial Lines Insurance Account Manager position at The Schultz Group of NY?
We’re seeking a Full-time Commercial Lines Account Manager with a passion for ensuring client satisfaction and success. The Commercial Lines Account Manager will serve our commercial insurance clients and support our Commercial Insurance Manager.
We are a well-established independent insurance agency of over 40 years in the Brighton/Henrietta area.
Responsibilities:
- Support our Commercial Insurance Manager with duties and tasks including, but not limited to, the following:
- Reviewing risks with underwriters, completing Acord and supplemental applications for new business quotes with multiple insurance carriers
- Assisting with policy renewals (working with insured to complete applications, create and send premium invoices, etc.)
- Reviewing policies for accuracy
- Assist in answering phones and provide exceptional service to all clients
- Issue certificates of insurance, binders, and auto ID cards
- Assist clients with billing and answering general policy questions
- Develop a good rapport with clients to build strong agency relationships
Perks
- Base salary of $55k-70k a year plus bonus opportunities (salary rate based on experience)
- Paid training and licensing
- Health insurance
- A 401K plan with company contribution
Preferred Skills:
- Experience managing commercial insurance policies from multiple insurance carriers and brokers
- Computer literacy in Windows operating system, Microsoft Office (Word and Excel), and Google Apps (Mail, Calendar, Chat, Docs, and Sheets)
Requirements:
- Diligent and focused attention to detail
- Ability to work independently and demonstrate critical thinking to troubleshoot obstacles
- Ability to professionally communicate with clients, prospective clients, coworkers, insurance carriers, and all other contacts
- Dedicated work ethic and positive attitude
- Demonstrate respect, courtesy, honesty, and fairness in all situations
- Practice discretion when dealing with confidential client information
Preferred Education and Licenses:
- Current New York State Property and Casualty insurance license
- Associate's degree
- 1-2 years of commercial insurance experience
Job Type: Permanent
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
- Tuition reimbursement
Supplemental Pay:
- Bonus opportunities
Education:
- High school or equivalent (Required)
Experience:
- independent insurance agency: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Rochester, NY 14623 (Required)
Work Location: In person
Salary : $55,000 - $70,000