Personal Lines Account Manager

4 weeks ago


Rochester, United States The Schultz Group of NY Full time

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 $21-26 plus commission and 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: $21.00 - $27.00 per hour

Expected hours: 40 per week

Benefits:


  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid time off


Supplemental pay types:


  • Bonus opportunities
  • Commission pay


Weekly day range:


  • Monday to Friday


Work setting:


  • In-person
  • Office


Education:


  • High school or equivalent (Required)


License/Certification:


  • Property & Casualty License (Preferred)


Ability to Commute:


  • Rochester, NY 14623 (Required)


Work Location: In person



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