Account Manager, Personal Lines Specialist

1 month ago


Vestal, New York, United States Smith Brothers Insurance Full time
Job Summary

We are seeking a highly motivated and experienced Account Manager to join our Personal Lines team at Smith Brothers Insurance. As a key member of our team, you will be responsible for sales and service of a book of business, working closely with clients to understand their needs and provide tailored solutions.

The ideal candidate will have a strong background in sales and client service, with the ability to manage their workflow in an organized way and excel in a fast-paced environment. If you are a team player who is passionate about delivering exceptional customer service and has a strong work ethic, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Meet annual sales goals and maintain and grow a book of business through marketing activities, proactive touches, round outs, cross leads, and referrals.
  • Respond to client service needs, including policy changes, billing, and finding coverage solutions.
  • Maintain account files according to established procedures and show good organizational skills and attention to detail.
  • Act as a client liaison and advocate, effectively listening and communicating to uncover client needs and handle conflicts.
  • Pursue personal and professional development and follow department and agency defined processes, procedures, and workflows.
Requirements
  • Two plus years of personal lines client service experience in an agency setting, with sales experience a plus.
  • New York Property & Casualty Insurance License required, with the ability to get licensed in other states as needed.
  • Previous experience working in a team environment and establishing positive working relationships.
  • Commitment to continuous process improvement and team development.
  • High School Diploma or equivalent required, with a college degree preferred.
What We Offer

Smith Brothers Insurance offers a competitive salary and comprehensive benefits package, including health, dental, vision, short and long-term disability, life, long-term care, and 401(k) with employer match. We also offer employee assistance programs, licensing and continuing education reimbursement, travel and expense allowance, and learning and development opportunities.

At Smith Brothers Insurance, we are committed to delivering our Be Sure brand promise and contributing to our organization being a great place to work. We believe in treating everyone with trust, respect, creativity, and fun, leading to individual fulfillment through group achievement.



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