What are the responsibilities and job description for the Personal Lines Insurance Account Manager position at The Schultz Group of NY?
We’re seeking a Full-time Personal Lines Account Manager with a passion for ensuring client satisfaction and success. The Personal Lines Account Manager will serve our personal insurance clients and offer them first-class service.
We are a well-established independent insurance agency of over 40 years in the Brighton/Henrietta area.
Responsibilities:
- Assist clients with claims, billing questions, payment options and finance agreements
- Quote new business 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
- Process policy changes and endorsements, ACORD applications, certificates of insurance
- 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
- Bilingual (Spanish) is a plus (not required)
Perks
- Base hourly of $24-31 plus bonus opportunities (hourly rate based on experience)
- Paid training and licensing
- Health insurance
- A 401K plan with company contribution
Preferred License, Education, and Experience:
- At least one year of personal lines insurance customer service
- Current New York State Property & Casualty Insurance license
- Associate degree or equivalent
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Tuition reimbursement
Supplemental Pay:
- Bonus opportunities
Education:
- High school or equivalent (Required)
Experience:
- personal insurance: 1 year (Preferred)
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
- Rochester, NY 14623 (Required)
Work Location: In person
Salary : $50,000 - $65,000