Personal Lines Account Manager

ROSS INSURANCE AGENCY INC

  • Delmar, NY
  • 4 days ago
  • Full-time

Highlights

We're looking for a licensed Personal Lines Account Manager who enjoys helping people, does well in a busy office, and takes ownership of each client relationship. Ross Insurance Agency is a fast-growing independent agency that offers clients choices from multiple carriers and gives them personal, responsive service.

Numbers & Facts

LocationDelmar, NY
Job TypeFull-time

Description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development

Ross Insurance Agency is a fast-growing independent agency that offers clients choices from multiple carriers and gives them personal, responsive service. We're looking for a licensed Personal Lines Account Manager who enjoys helping people, does well in a busy office, and takes ownership of each client relationship. You'll report directly to the agency owner and have a real impact on the agency's success. As the agency grows, you'll have real opportunities to advance into larger roles.


Duties and Responsibilities 
        Be the first point of contact for clients by phone, email, text, and walk-in. 
        Process changes and endorsements through carrier portals for existing clients personal lines policies.
        Take payments and handle billing, including reminder calls and non-pay notices.
        Call clients about renewal increases, review their options, and remarket when needed.
        Quote new business for referrals and existing clients. 
        Report claims and follow up with clients to ensure smooth claims experience.

What You Bring
        An active NYS DFS Property & Casualty license (required)
        Excellent communication and organizational skills

What We Offer
        $50,000–$60,000 a year, plus bonus and commission
        Paid holidays, paid time off, and paid sick leave
        401(k) plan coming next year
        License renewal and CE costs paid by the agency
        Room to advance within the company as the agency grows

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