Insurance Account Advisor - Personal Lines

Aaa-of-Western-and-Central-Ny; Buffalo (NY); On-site; USD 36,000 - 39,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) match

Life/AD&D insurance

Disability insurance

Travel discounts

AAA membership

Job summary

AAA Western and Central New York is seeking an Insurance Account Advisor for Personal Lines in Buffalo. The role focuses on managing client relationships, issuing and renewing policies, and supporting new business development while maintaining high quality and compliance.

Responsibilities include educating clients on coverage options, processing applications, and coordinating with carriers. The position offers a comprehensive benefits package and a stable schedule in a full-time on-site setting.

Qualifications

• Must obtain NYS P&C license in active status.
• Working knowledge of carrier offerings and requirements.
• Ability to manage multiple clients and priorities in a fast-paced environment.
• Willingness to work evenings, weekends, and events as required by business need.

Responsibilities

• 35% Client Management: serve as the primary contact for personal lines clients, maintaining relationships and handling inquiries and policy changes.
• 30% Policy Management: issue and renew policies, process applications and payments, and maintain detailed records.
• 20% Sales Support & New Business: identify cross-sell opportunities, support quoting and onboarding, and write new personal lines business when appropriate.
• 15% Quality & Control: ensure accuracy, compliance, and proper documentation of all client interactions and transactions.

Skills

Client management

Policy management

Sales support

Quality control

Education

High School or better

Tools

Salesforce CRM

Job description

Insurance Account Advisor - Personal Lines

Job Category: Insurance

Requisition Number: INSUR001721

• Posted : August 19, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Mesi Insurance Agency
759 Dick Rd
Buffalo, NY 14225, USA

• Pay or shift range: $26.09 USD to $28.50 USD
  Starting salary is dependent on several factors including previous work experience, specific industry experience, and skills required.Our benefits package includes, but is not limited to, health and dental insurance, 401(k) plan with competitive match, fully paid group life insurance, short- and long-term disability insurance, travel discounts and a free AAA membership.To learn more visit: www.aaa.com/careers

Description

At AAA Western and Central New York, our Associates are committed to providing our members with a totally satisfying experience. Therefore, we seek Associates who are dedicated to this purpose, people who truly demonstrate compassion, empathy and unsurpassed service. These are the people that help us create a loyal membership base that strengthens our mission—to be our members’ most trusted provider of high quality automotive, travel, insurance and other relevant products and services that offer safety, security, peace of mind, value and convenience.

AAA Western and Central New York is regularly recognized as one of the best & healthiest places to work in the WNY & CNY area. In addition to a market competitive salary, Associates are eligible for a wide selection of benefits (dependent upon position) including:

• Medical, Dental, Life and AD&D Insurance
• Pre-Tax & Roth 401(k) plan with company match
• Health Spending Accounts with company contribution & Flexible Spending Accounts
• Company Paid Short-term & Long-term disability
• Paid time off
• Tuition reimbursement & company-paid training programs

Job Responsibilities

35% Client Management : Serve as the primary point of contact for personal lines clients, addressing inquiries, policy changes and issues. Develop and maintain strong relationships with clients to ensure their insurance needs are met. Educate clients on various personal insurance products and recommend suitable coverage options. Act as day-to-day point of contact for client inquiries including policy questions, coverage explanations, billing issues and service requests. Educate clients on personal lines products, coverage options, limits, deductibles, exclusions and carrier differences in clear, professional language. Promote retention through consistent service delivery, responsiveness and relationship management.

30% Policy Management : Handle the issuance and renewal of personal insurance policies. Ensure timely processing of policy applications, payments, and certificates of insurance. Review and prepare insurance proposals and policy renewals. Maintain detailed records of client interactions and policy updates in CRM or agency management software. Assist clients in filing insurance claims and provide guidance throughout the claims process. Review renewal accounts when appropriate and present alternate coverage or carrier options to support retention and value. Ensure timely processing of applications, endorsements, certificates and required documentation.

20% Sales Support & New Business : Contribute meaningfully to agency growth while maintaining service responsibilities. Identify cross-sell, upsell and account rounding opportunities during service and renewal interactions. Support new business development efforts by providing product expertise, quoting support and onboarding assistance. Independently write new personal lines business where appropriate, contributing to defined sales expectations. Maintain productive relationships with personal lines carriers, understanding appetite, placement, guidelines and exceptions. Collaborate with the producer/principal and sales team on shared opportunities, overflow leads or complex placements.

15% Quality & Control : Maintain high standards of accuracy, compliance and operational integrity across all work. Conduct ongoing review of policies and accounts to identify gaps in coverage, errors or opportunities for improved protection. Ensure transactions comply with carrier underwriting guidelines, regulatory requirements and internal procedures. Maintain organized, accurate documentation of all client interactions and transactions. Stay current on regulatory changes, carrier updates and agency workflows.

Job Specific Requirements

• Responsible to obtain and maintain the required license or certification in an active status
• Able to display working knowledge of carrier offerings, processes, and requirements
• Ability to manage multiple clients and priorities in a fast-paced environment, while operating independently and displaying advanced level of proficiency in minimization of errors & problem solving.
• Ability to work evenings, weekends, & events as required by business need/Leadership directive
• Working knowledge of computer software and ability to effectively navigate multiple systems
• Ability to remain effective under pressure during high-volume periods, resolve problems promptly, and de-escalate member concerns
• Ability to multitask in various areas of insurance sales and service

Physical Requirements

• Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
• Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
• Must be able to lift, carry, push, pull a maximum of 30 lbs

This position does not offer visa sponsorship now or in the future.

Education

Required

High School or better.

Experience

Required

Experience in placement of insurance contracts with carriers

3 years:

Experience in personal lines insurance, underwriting and/or account management required

Preferred

Experience with Salesforce CRM

Licenses & Certifications

Required

NYS P&C Insurance

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.