Growth-Focused Personal Lines Insurance Account Manager

NavSav Insurance; Oakdale (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Retirement with up to 4% match

Paid holidays

Paid vacation

Vision Insurance

Supplemental Insurance

Dental Insurance

Job summary

NavSav Insurance is hiring a Personal Lines Account Manager to join our local office. You will support client services and retention, ensuring high levels of satisfaction while handling coverage changes, renewals, and policy reviews.

Ideal candidates bring a Property & Casualty license, strong communication, and a customer-service mindset, with the ability to multitask and work independently in a fast-paced agency environment.

Qualifications

• Property and Casualty license.
• Pass background check.
• Customer service experience.
• Strong verbal and written communication.
• Typing 45+ wpm; proficient with MS Office & browsers.
• Confident self-starter who works well independently.
• Strong problem-solving capabilities.
• Ability to multi-task.

Responsibilities

• Establish and develop exceptional customer relationships
• Provide prompt, accurate, and friendly customer service
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc. and process any needed policy changes
• Providing policy reviews as appropriate and remarketing policy renewals as needed for client
• Contribute to individual goals and agency success by following our set retention processes

Skills

P&C license

Customer service

Communication skills

Typing 45+ wpm

Independent worker

Problem solving

Multi-tasking

Self-starter

Tools

Microsoft Office

Job description

NavSav Insurance is hiring a Personal Lines Account Manager to join our local office. You will support client services and retention, ensuring high levels of satisfaction while handling coverage changes, renewals, and policy reviews.

Ideal candidates bring a Property & Casualty license, strong communication, and a customer-service mindset, with the ability to multitask and work independently in a fast-paced agency environment.