Insurance Personal Lines Account Manager

George A Bell & Son Inc
Hybrid work in Pleasantvil…
16 days ago

Job Description

Job Description

Join a team that cares about our customers and you! George A Bell & Son Inc in Pleasantville, New York, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.

Salary: $60000.00 - $65000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Parental Leave

Retirement Plan


Responsibilities

  • Develop and maintain strong relationships with clients, understanding their insurance needs and providing appropriate solutions
  • Manage a portfolio of insurance accounts and provide exceptional customer service including, but not limited to, responding to inquiries regarding insurance availability, eligibility of coverages, transfers, billing clarification, and issuance of certificates and endorsements
  • Maintain knowledge of industry trends, regulations, and changes in insurance products
  • Collaborate with insurance carriers and work closely with underwriting to obtain quotes, negotiate terms, and secure the best coverage options for clients
  • Provide on-going support to insurance clients as needed, especially throughout the claims process
  • Handle customer renewals and conduct regular policy reviews to ensure clients have adequate coverage and identify opportunities for cross-selling or upselling
  • Work with management to establish and meet marketing goals.

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Proficiency in multi-tasking, follow-thru and follow-up.
  • Ability to tactfully handle stressful and difficult situations
  • Ability to analyze client needs and recommend appropriate coverage options
  • Detail-oriented with strong organizational and time management skills
  • Excellent customer service skills with the ability to build rapport and establish trust with clients
  • A Property & Casualty insurance license is required
  • Proven experience in property & casualty insurance

Sales experience preferred (outside sales or inside sales representative)


Company Description

Small family-owned independent insurance agency founded in 1880. Our longevity comes from our mission of always valuing each and every one of our customers and treating them with the utmost respect. We pride ourselves in being able to look at each customer's unique situation and help them come up with a solution based on their needs. Whether you need home, auto, liability, commercial property, or business coverage, we can handle all of your insurance and you can take comfort in knowing we will take the time to explain your policies, and you will also be able to speak with the same person whenever you need help. And not only has our business always been in the NY city area, we live here too, so we are intimately familiar with our local area. Please feel free to stop in or give us a call today and become part of our family!

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