Personal Lines Account Manger

Job Description

Job Description

Join the Doug Neil Insurance Agency, a reputable name in the insurance industry nestled in the vibrant community of Clifton Park, New York. We pride ourselves on offering personalized insurance solutions to our clients and are seeking a motivated Personal Lines Account Manager to become a crucial part of our dedicated team. In this role, you will have the opportunity to work directly within our office, fostering meaningful connections with clients while ensuring they receive the best coverage options tailored to their needs. We aim to create a welcoming and supportive environment where your expertise and enthusiasm contribute significantly to our teams success. If you are looking to advance your career in insurance sales, thrive on building relationships, and wish to be part of a community-focused agency, Doug Neil Insurance Agency is your ideal workplace. Step into a position where positivity meets progress, and apply your skills to make a real impact in the lives of those we serve.

Annual Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Client Interaction: Maintain and manage a portfolio of personal line accounts, ensuring that their insurance needs are consistently met and their inquiries are handled efficiently.

Account Management: Oversee policy renewals, modifications, and billing entries; ensure that client files are maintained accurately and comprehensively.

Customer Service Excellence: Deliver exceptional service to all clients by addressing their concerns, resolving issues promptly, and providing tailored insurance solutions.

Sales Support: Assist in identifying potential sales opportunities within the current client base and support efforts to secure new business through referrals.

Record Keeping: Ensure all documentation is up-to-date and filed correctly, complying with industry standards and regulations.

Continuous Improvement: Stay informed about changes and trends in the insurance industry to provide clients with the most current advice and services.

Licensing: Active New York State Property & Casualty License required.

Experience: Demonstrated experience in insurance sales, particularly within personal lines, is essential.

Communication Skills: Excellent verbal and written communication skills required for effective client interactions.

Customer-Centric: Strong dedication to providing outstanding customer service and meeting client expectations.

Organizational Skills: High level of organization and attention to detail to manage multiple accounts efficiently.

Team Integration: Ability to work collaboratively within a team environment, fostering positive relationships.

Technology Proficient: Competency in using insurance software and other related technology tools.