Commercial Lines Insurance Account Manager

Job Description

We’re seeking a Full-time Commercial Lines Account Manager with a passion for ensuring client satisfaction and success. The Commercial Lines Account Manager will serve our commercial insurance clients and support our Commercial Insurance Manager.

We are a well-established independent insurance agency of over 40 years in the Brighton/Henrietta area.

Responsibilities:

• Support our Commercial Insurance Manager with duties and tasks including, but not limited to, the following:
• Reviewing risks with underwriters, completing Acord and supplemental applications for new business quotes with multiple insurance carriers
• Assisting with policy renewals (working with insured to complete applications, create and send premium invoices, etc.)
• Reviewing policies for accuracy
• Assist in answering phones and provide exceptional service to all clients
• Issue certificates of insurance, binders, and auto ID cards
• Assist clients with billing and answering general policy questions
• Develop a good rapport with clients to build strong agency relationships

Perks

• Base salary of $55k-70k a year plus bonus opportunities (salary rate based on experience)
• Paid training and licensing
• Health insurance
• A 401K plan with company contribution

Preferred Skills:

• Experience managing commercial insurance policies from multiple insurance carriers and brokers
• Computer literacy in Windows operating system, Microsoft Office (Word and Excel), and Google Apps (Mail, Calendar, Chat, Docs, and Sheets)

Requirements:

• Diligent and focused attention to detail
• Ability to work independently and demonstrate critical thinking to troubleshoot obstacles
• Ability to professionally communicate with clients, prospective clients, coworkers, insurance carriers, and all other contacts
• Dedicated work ethic and positive attitude
• Demonstrate respect, courtesy, honesty, and fairness in all situations
• Practice discretion when dealing with confidential client information

Preferred Education and Licenses:

• Current New York State Property and Casualty insurance license
• Associate's degree
• 1-2 years of commercial insurance experience

Job Type: Permanent

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Tuition reimbursement

Supplemental Pay:

• Bonus opportunities

Education:

• High school or equivalent (Required)

Experience:

• independent insurance agency: 1 year (Required)

License/Certification:

• Property & Casualty License (Required)

Shift availability:

• Day Shift (Required)

Ability to Commute:

• Rochester, NY 14623 (Required)

Work Location: In person

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