Personal Lines Account Manager

Jobot; City of Poughkeepsie (NY); Presencial; USD 50.000 - 65.000; Jornada completa

Descripción de la vacante

Jobot, a 140-year-old Hudson Valley independent insurance agency, is seeking a dynamic Personal Lines Account Manager to join our team. You will manage personal lines accounts, maintain client relationships, and support our accounting and finance operations in a fast-paced, client-focused environment.

The ideal candidate has at least 1 year of personal lines experience, a NY P&C license (or in process), and proficiency with Applied Epic.

Formación

• Minimum 1 year of personal lines account servicing experience.
• Proficiency in Applied Epic software for account management.
• Valid NY Property & Casualty license (or in process).
• Excellent customer service and client relationship skills.
• Strong analytical and financial data interpretation skills.
• Excellent communication and interpersonal skills; able to work independently and in a team.
• Bachelor’s degree in Finance, Accounting, or related field preferred.

Responsabilidades

• Manage a diverse portfolio of personal lines accounts (home, auto, etc.).
• Use Applied Epic to manage client data, track activities, and generate reports.
• Assist clients with inquiries and resolve issues professionally.
• Ensure compliance with NY Property & Casualty regulations.
• Collaborate with team to grow and retain accounts.
• Analyze financial data, prepare reports, and advise on operational improvements.
• Stay updated on industry trends and regulatory changes to advise clients.

Conocimientos

Customer service

Analytical skills

Communication

Interpersonal skills

Professionalism

Educación

Bachelor's degree in Finance or Accounting

Herramientas

Applied Epic

Descripción del empleo

Join a 140-year-old independent Hudson Valley agency (not owned by private equity) as a Licensed Personal Lines CSR earning up to $65K, with paid licensing and CISR, full benefits, a 401(k) match, and paid volunteer time.

This Jobot Job is hosted by: Dana Paulo

Salary: $50,000 - $65,000 per year

A bit about us

Fifth-generation independent insurance agency that has served the Hudson Valley since 1800s, with five offices and more than 60 carriers. We’re independent, not owned by private equity, and decisions are made locally.

Why join us

• Career growth: openings due to promotions and retirement
• Licensing, continuing education, and CISR paid for
• Work at whichever of our offices is closest to you
• $50K–$65K plus full benefits and a 401(k) match
• Paid volunteer time

Job Details

Our firm is seeking a dynamic and detail-oriented Personal Lines Account Manager to join our team. The successful candidate will play a key role in managing and servicing personal lines accounts, maintaining client relationships, and ensuring the smooth operation of our accounting and finance department. This is an excellent opportunity for a motivated professional to apply their skills and knowledge in a challenging and rewarding environment.

Responsibilities

• 1. Managing a diverse portfolio of personal lines accounts, including home, auto, and other personal insurance products.
• 2. Utilizing Applied Epic software to manage client data, track account activities, and generate reports.
• 3. Assisting clients with their insurance needs, answering inquiries, and resolving issues efficiently and professionally.
• 4. Maintaining a thorough understanding of NY Property & Casualty regulations and ensuring all accounts are managed in compliance with these standards.
• 5. Collaborating with our team to develop and implement strategies for account growth and retention.
• 6. Analyzing financial data, preparing reports, and making recommendations to improve operational efficiency and financial performance.
• 7. Staying updated with industry trends and regulatory changes and advising clients accordingly.

Qualifications

• 1. A minimum of 1 year of experience in personal lines account servicing.
• 2. Proficiency in using Applied Epic software for account management.
• 3. A valid NY Property & Casualty license, and will consider if in process to earning license.
• 4. Excellent customer service skills, with the ability to build and maintain strong client relationships.
• 5. Strong analytical skills, with the ability to interpret financial data and make sound decisions.
• 6. Excellent communication and interpersonal skills, with the ability to work effectively both independently and as part of a team.
• 7. A high degree of professionalism, integrity, and ethical standards.
• 8. A Bachelor's degree in Finance, Accounting, or a related field is preferred.

This position offers a unique opportunity to work in a fast-paced, client-focused environment where your expertise will be valued and your professional growth nurtured. If you have the necessary skills and experience and are ready for a challenging and rewarding role, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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