Personal Lines Insurance Account Manager - Oakdale, NY

About the Role

We are hyper-focused on growth and retention, valuing both the retention of loyal clients and the acquisition of new ones. We need a committed account manager to bring high energy and motivation to meet goals and initiatives. The ideal candidate will be enthusiastic about providing best-in-class customer service to clients while helping them prepare for the unexpected.

Responsibilities

• Establish and develop exceptional customer relationships
• Provide prompt, accurate, and friendly customer service
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc., and process any needed policy changes
• Provide policy reviews as appropriate and remarket policy renewals as needed for clients
• Contribute to individual goals and agency success by following set retention processes

Requirements

• Property and Casualty license
• Pass background check
• Customer service experience
• Strong verbal and written communication skills
• Good operational computing/typing skills (45+ WPM, Microsoft Office Suites, Internet Browsers)
• Confident self-starter who works well independently
• Strong problem-solving capabilities
• Ability to multi-task

Benefits

• Medical Insurance
• Retirement with up to 4% match
• Paid holidays
• Paid vacation
• Vision Insurance
• Supplemental Insurance
• Dental Insurance