Personal Lines Account Manager

Our team was retained by a growing and stable independent insurance agency local to Hudson, NY, that is currently seeking an experienced Insurance Professional to join their growing business. This is a confidential candidate search.  

This is an excellent career opportunity to grow personally and professionally with an exceptional team that is considered among the most knowledgeable, and respected, insurance experts in the region. 

The position also offers –
1. Eligible for a Bonus Plan
2. 50% first year agency commission on all proactively solicited P&C policies sold    
3. Covered Health Insurance premiums  
4.  401k 
5. Hybrid (work from home or office)

Please submit your resume, or contact me directly for a confidential conversation regarding this career opportunity.   Lew Griffin  Managing Director, Phone Direct: 248-965-9683, Email - lgriffin@worldbridgepartners.com

Essential Duties:

• Identify and develop a thorough understanding of prospective client operations and exposures necessary to identify their specific insurance and risk management service needs.
• Ensure the design of insurance and risk management service programs to meet the needs of prospects and clients to earn their trust and become a trusted advisor.
• Prepare and ensure the professional quality of insurance underwriting submissions, prospect and client proposals and presentations, sales reports, professional communications (i.e., letters, memos, emails, etc.)
• Ensure timely annual review of existing client insurance and risk management service programs to ensure that any need for change or improvement is promptly recognized and met.
• Provide continuous professional advice, guidance, and suggestions for improving the risk management programs of Company clients and prospects.