Personal Lines Account Manager – Growth & Retention

Pioneer Bank, National Association; City of Albany (NY); Hybrid; USD 29.000 - 45.000; Vollzeit

Zusammenfassung

Pioneer Bank, National Association is seeking an Account Manager – Personal Lines in Albany, NY. The role focuses on managing a portfolio of personal lines, including auto, homeowners, renters, and umbrella policies, with emphasis on rapid quoting, billing support, and client retention.

Responsibilities include handling renewals, endorsements, and disclosures while maintaining strong client relationships and cross-selling opportunities.

Qualifikationen

• High School graduate or GED.
• Bachelor’s degree preferred (Insurance/Risk Management, Business or related).
• Must have Property & Casualty license or obtain within 30–60 days of hire.
• 2–5 years personal lines CSR/account handling experience.
• Experience with agency management systems (Applied Epic preferred).
• Excellent communication and high-volume service skills.

Aufgaben

• Manage incoming client service requests, emails, and communications with multiple accounts and renewals.
• Explain complex insurance concepts in clear terms to clients.
• Handle billing, ID cards, policy documents, and endorsements with accuracy.
• Review renewal cycles and shop markets when rates exceed thresholds.
• Assist with agency and direct bill policies and payment schedules.
• Log interactions and deadlines in the agency management system and generate alerts.
• Collaborate with sales on renewals and new business handoffs to drive retention.

Kenntnisse

Customer service

Cross-selling

Policy quoting

Communication

Attention to detail

Ausbildung

High School diploma

Bachelor's degree

P&C license within 60 days

Tools

Applied Epic

Jobbeschreibung

Pioneer Bank, National Association is seeking an Account Manager – Personal Lines in Albany, NY. The role focuses on managing a portfolio of personal lines, including auto, homeowners, renters, and umbrella policies, with emphasis on rapid quoting, billing support, and client retention.

Responsibilities include handling renewals, endorsements, and disclosures while maintaining strong client relationships and cross-selling opportunities.