Growth & Retention Personal Lines Account Manager

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

Benefits offered by this job

Medical Insurance

Retirement with up to 4% match

Commission eligible when rounding out

Paid holidays

Paid vacation

Vision Insurance

Supplemental Insurance

Dental Insurance

Job summary

NavSav is seeking a passionate Personal Lines Account Manager to deliver exceptional client services and support retention goals in one of our local offices. You will manage relationships, discuss coverage needs, and assist with policy renewals while leveraging NavSav's wide carrier access to optimize client outcomes.

The role emphasizes high energy, initiative, and a proactive approach to customer service.

Qualifications

• Property and Casualty license is required.
• Pass background check.
• Customer service experience is essential.
• Strong verbal and written communication skills.
• Proficient with Microsoft Office and basic internet navigation.
• Able to multi-task and work independently.

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

Customer service

Communication

Multi-tasking

Problem solving

Independent work

Typing 45+ WPM

Self-starter

Education

Property and Casualty license

Tools

Microsoft Office Suite

Internet Browsers

Job description

NavSav is seeking a passionate Personal Lines Account Manager to deliver exceptional client services and support retention goals in one of our local offices. You will manage relationships, discuss coverage needs, and assist with policy renewals while leveraging NavSav's wide carrier access to optimize client outcomes.

The role emphasizes high energy, initiative, and a proactive approach to customer service.