Personal Lines Account Manager

4 weeks ago

Rochester, New York, United States World Insurance Associates, LLC. Full time
Job Description

At World Insurance Associates, LLC., we are seeking a highly skilled Personal Lines Associate Account Manager to join our team. This role will support the Account Executive with responsibilities related to client management and retention.

Key Responsibilities:

  • Assist insurance producers in servicing client needs
  • Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
  • Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
  • Handle renewals, service requests, claims, billing and new policies
  • Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
  • Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Requirements:

  • Bachelor's degree or equivalent work experience, preferred
  • Two years minimum Personal Lines account management or support experience required
  • Property & Casualty License required, or agreement to obtain within 3-6 months of employment
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
  • Applied/Epic or similar agency management software experience, preferred.
  • Able to work independently and enjoy a high degree of interaction with team members.
  • Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
  • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
  • Ability to maintain a professional demeanor and positive attitude

Equal Employment Opportunity:

At World Insurance Associates, LLC., we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, we make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

  • Personal Lines Insurance Account Executive

    4 weeks ago

    Rochester, New York, United States The Insurance Marketplace Agency Full time

    Job Title: Personal Lines Insurance Account ExecutiveJob Description:The Insurance Marketplace Agency in Rochester, NY is seeking a highly skilled and motivated Licensed Personal Lines Insurance Account Executive to join our team. As a key member of our team, you will be responsible for fostering strong relationships with clients, educating and advising them...

  • Commercial Lines Service Coordinator

    4 weeks ago

    Rochester, New York, United States North Risk Partners Full time

    At North Risk Partners, we're dedicated to building a values-driven team culture that makes a difference every day. As a Commercial Lines Service Coordinator, you'll be part of our fast-growing #oneTEAM, serving the insurance and risk management needs of businesses and individuals across five states.Our team of over 400 employees works in over 30 locations,...

  • Product Line Manager

    4 weeks ago

    Rochester, New York, United States Safran Full time

    Job DescriptionOur company, Safran Federal Systems, is seeking a Product Line Manager to execute the strategic direction, development, and management of products within our organization. This role involves coordinating with multiple teams to ensure product offerings meet market demands and align with organizational objectives.Key Responsibilities:Develop and...

  • Essential Plan Account Manager

    4 weeks ago

    Rochester, New York, United States UnitedHealth Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Essential Plan Account Manager to join our team at UnitedHealth Group. As an Essential Plan Account Manager, you will be responsible for building and maintaining relationships with key accounts, including provider offices, community-based organizations, and other stakeholders. Your primary goal...

  • Account Manager

    4 weeks ago

    Rochester, New York, United States Fresenius Kabi USA, LLC Full time

    Job SummaryThe Account Manager plays a vital role in driving the growth of market share and product volume for Fresenius Kabi. This is achieved by implementing effective commercial and contracting strategies. Additionally, the Account Manager is responsible for optimizing access to promote Fresenius Kabi's Medical and Pharmacy Benefit Biopharma portfolio to...

  • Executive Account Manager

    4 weeks ago

    Rochester, New York, United States Paylocity Full time

    Job Title: Executive Account ManagerAt Paylocity, we're seeking an experienced Executive Account Manager to join our team. As a key member of our client support team, you will be responsible for providing exceptional service to our largest and most complex clients.Key Responsibilities:Provide professional, knowledgeable, and reliable service to clients...

  • Financial Accounting Leader

    4 weeks ago

    Rochester, New York, United States iWorld Professionals Full time

    iWorld Professionals is seeking an experienced Financial Accounting Leader for our client, a manufacturing company headquartered in the NY state area. If you are a collaborative financial accounting leader that enjoys working in a dynamic environment and collaborating closely with senior operational leaders, then this position is for you.This role involves...

  • Senior Accounting Manager

    4 weeks ago

    Rochester, New York, United States Heritage Christian Services Full time

    Overview:At Heritage Christian Services, we are seeking a highly skilled and experienced Senior Accounting Manager to lead our Accounts Receivable, Accounts Payable, and Purchasing functions. This role will be responsible for managing and overseeing the day-to-day operations of these processes, as well as providing supervision and development of accounting...

  • Sales Account Manager

    4 weeks ago

    Rochester, New York, United States VarData, LLC Full time

    Job DescriptionAt VarData, LLC, we pride ourselves on our technology, manufacturers, and services. Our people are the heart of our company, and we've created a culture that attracts and retains top talent. We're seeking a Sales Account Manager to manage customer accounts in a designated territory, ensuring customer satisfaction, generating leads, and...

  • Sales Account Manager

    4 weeks ago

    Rochester, New York, United States vardata Full time

    About the Role:The Sales Account Manager will be responsible for managing customer accounts in the designated territory, ensuring customer satisfaction, generating leads, and providing excellent customer service on a day-to-day basis.Key Responsibilities:Develops profitable and sustainable sales growth of all assigned accounts.Assigns goals to be met at...

  • Commercial Lines Insurance Sales Representative

    4 weeks ago

    Rochester, New York, United States World Insurance Associates, LLC. Full time

    Job DescriptionWorld Insurance Associates, LLC. is seeking an experienced Commercial Lines Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for identifying and cultivating new business opportunities, engaging in sales and marketing tactics, and leveraging our platform to bring risk management...

  • Personal Care Assistant

    4 weeks ago

    Rochester, New York, United States LHC Group Full time

    Job SummaryWe are seeking a compassionate and skilled Personal Care Aide to provide support and assistance with daily living activities for individuals in their own homes. This is a unique opportunity to make a meaningful difference in the lives of our clients and their families.As a Personal Care Aide, you will be responsible for providing assistance with...

  • Senior Account Management Professional

    4 weeks ago

    Rochester, New York, United States KPMG Full time

    Account Management Role at KPMGWe are seeking a highly skilled Account Management professional to join our team at KPMG. As a key member of our Growth and Strategy organization, you will be responsible for driving account operations strategy and communication, working with account leadership to develop and implement account growth initiatives and operational...

  • Key Account Manager

    3 weeks ago

    Rochester, New York, United States Medical Solutions Full time

    About the Role:As a Key Account Manager at {company}, you will be responsible for building and maintaining strong relationships with our key clients, driving business growth and revenue expansion through strategic partnerships and innovative solutions.Key Responsibilities:Develop and execute account plans to meet business objectivesCollaborate with...

  • Insurance Account Manager II

    4 weeks ago

    Rochester, New York, United States Paychex Full time

    Job SummaryWe are seeking a highly skilled Insurance Account Manager II to join our team at Paychex. This role will be responsible for managing a specific book of business, providing exceptional customer service, and driving client retention.Key ResponsibilitiesAct as a dedicated account manager, licensed agent, and internal liaison for a specific book of...

  • Account Manager, Rochester

    4 weeks ago

    Rochester, New York, United States Fortive Corporation Full time

    Job Summary:An Account Manager at Fortive Corporation is responsible for identifying and closing new business opportunities within established and new accounts in a geographically dispersed territory. This role requires a strong understanding of the healthcare industry and the ability to build relationships with key decision-makers. The ideal candidate will...

  • Senior Accountant

    1 month ago

    Rochester, New York, United States Flaherty Salmin CPAs Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our team at Flaherty Salmin CPAs. As a key member of our accounting team, you will be responsible for managing engagements, providing technical expertise, and developing strong client relationships.Key ResponsibilitiesEngagement Management: Independently handle engagements with minimal...

  • Commercial Relationship Manager

    4 weeks ago

    Rochester, New York, United States Five Star Bank Full time

    Job Title: Commercial Relationship ManagerAbout the Role:We are seeking a highly motivated and experienced Commercial Relationship Manager to join our team at Five Star Bank. As a Commercial Relationship Manager, you will be responsible for cultivating external relationships with centers of influence and business owners in the local community for mid to...

  • Accounting Specialist

    4 weeks ago

    Rochester, New York, United States RDG & Partners Full time

    Job DescriptionRDG & Partners is seeking a skilled Bookkeeper to join our team of motivated professionals. The ideal candidate will have a strong desire to succeed and a willingness to learn.Responsibilities:Prepare journal entries, bank reconciliations, and account analysis for clients with manager review.Work within client's accounting software and assist...

  • Personal Shopper

    1 month ago

    Rochester, New York, United States Sam's Club Full time

    Job Summary:We are seeking a highly motivated and customer-focused Personal Shopper to join our team at Sam's Club. As a Personal Shopper, you will be responsible for providing exceptional customer service, supporting Membership sales, and maintaining a safe and efficient work environment.Key Responsibilities:Develop and support Membership sales by promoting...