Licensed Personal Lines Account Manager - Growth + Benefits

Jobot; Town of Rhinebeck (NY); Presencial; USD 50.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full benefits

401(k) match

Paid volunteer time

Descripción de la vacante

Jobot's Hudson Valley agency, a 140-year-old independent firm in Rhinebeck, NY, seeks a dynamic Personal Lines Account Manager. You will service personal lines accounts, maintain client relationships, and ensure efficient operations.

Expect licensing and CISR paid by the firm, competitive salary of $50,000–$65,000, full benefits, and a 401(k) match. The role emphasizes accuracy, regulatory compliance, data analysis, and proactive client service in a fast-paced environment.

Formación

• Minimum 1 year of personal lines account servicing.
• Proficiency with Applied Epic for account management.
• Valid NY Property & Casualty license (or in process to earn).
• Excellent customer service and relationship-building skills.
• Strong analytical skills to interpret financial data.
• Effective communication and interpersonal abilities.
• Professionalism, integrity, and ethical standards.
• Bachelor's degree in Finance, Accounting, or related field preferred.

Responsabilidades

• Managing a portfolio of personal lines accounts (home, auto, etc.).
• Using Applied Epic to manage data, track activities, and generate reports.
• Assisting clients with inquiries and resolving issues professionally.
• Ensuring compliance with NY Property & Casualty regulations.
• Collaborating with the team to grow and retain accounts.
• Analyzing financial data, preparing reports, and recommending improvements.
• Staying updated on industry trends and regulatory changes.

Conocimientos

Customer service

Analytical skills

Communication

Interpersonal skills

Teamwork

Professionalism

Educación

Bachelor's degree in Finance, Accounting, or related field

Herramientas

Applied Epic

Descripción del empleo

Jobot's Hudson Valley agency, a 140-year-old independent firm in Rhinebeck, NY, seeks a dynamic Personal Lines Account Manager. You will service personal lines accounts, maintain client relationships, and ensure efficient operations.

Expect licensing and CISR paid by the firm, competitive salary of $50,000–$65,000, full benefits, and a 401(k) match. The role emphasizes accuracy, regulatory compliance, data analysis, and proactive client service in a fast-paced environment.