Personal Lines Account Manager

Jobot; Town of Rhinebeck (NY); Sur place; USD 50 000 - 65 000; Plein temps

Avantages offerts par ce poste

Full benefits

401(k) match

Paid volunteer time

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Customer service

Analytical skills

Communication

Interpersonal skills

Teamwork

Professionalism

Formation

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

Outils

Applied Epic

Description du poste

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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