Personal Lines Account Manager

3 days ago


Rochester, New York, United States The Schultz Group of NY Full time
Job Description

We are seeking a highly skilled and motivated Personal Lines Account Manager to join our team at The Schultz Group of NY. As a Personal Lines Account Manager, you will be responsible for providing exceptional customer service to our personal insurance clients, ensuring their needs are met and exceeded.

Key Responsibilities:

  • Assist clients with claims, billing questions, and payment options
  • Quote new business in a timely manner
  • Review policies for accuracy and contact clients to discuss their needs
  • Review risks with underwriters from various insurance carriers
  • Educate clients on insurance coverages
  • Process policy changes and endorsements, ACORD applications, and 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

Requirements:

  • At least one year of personal lines insurance customer service experience
  • Current New York State Property & Casualty Insurance license
  • Associate degree or equivalent

Benefits:

  • 401(k) plan with company contribution
  • Health insurance
  • Paid time off
  • Tuition reimbursement

Supplemental Pay:

  • Bonus opportunities
  • Commission pay


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