Personal Lines Insurance Account Manager

navsav; Oakdale (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Retirement with up to 4% match

Commission eligible when rounding out

Paid holidays

Paid vacation

Vision Insurance

Supplemental Insurance

Dental Insurance

Job summary

NavSav is seeking a passionate Personal Lines Account Manager to deliver exceptional client services and support retention goals in one of our local offices. You will manage relationships, discuss coverage needs, and assist with policy renewals while leveraging NavSav's wide carrier access to optimize client outcomes.

The role emphasizes high energy, initiative, and a proactive approach to customer service.

Qualifications

• Property and Casualty license is required.
• Pass background check.
• Customer service experience is essential.
• Strong verbal and written communication skills.
• Proficient with Microsoft Office and basic internet navigation.
• Able to multi-task and work independently.

Responsibilities

• Establish and develop exceptional customer relationships
• Provide prompt, accurate, and friendly customer service
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc. and process any needed policy changes
• Providing policy reviews as appropriate and remarketing policy renewals as needed for client
• Contribute to individual goals and agency success by following our set retention processes

Skills

Customer service

Communication

Multi-tasking

Problem solving

Independent work

Typing 45+ WPM

Self-starter

Education

Property and Casualty license

Tools

Microsoft Office Suite

Internet Browsers

Job description

We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Personal Lines Account Manager to assist with client services and retention within one of our local offices. We are a rapidly growing independent agency with over 75+ locations across the Unites States. We have access to 150+ carriers which equates to much higher retention and customer satisfaction!

We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success.

About the role:

We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager like you to bring high energy and motivation to meet goals and initiatives. The ideal account manager would be enthusiastic about this position and the part that you will play in providing best in class customer service to clients while helping them to prepare for the unexpected! If this sounds like you, we are ready for you!

Key Responsibilities:

• Establish and develop exceptional customer relationships
• Provide prompt, accurate, and friendly customer service
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc. and process any needed policy changes
• Providing policy reviews as appropriate and remarketing policy renewals as needed for client
• Contribute to individual goals and agency success by following our set retention processes

Benefits Included:

• Medical Insurance
• Retirement with up to 4% match
• Commission eligible when rounding out accounts and cross selling accounts
• Paid holidays
• Paid vacation
• Vision Insurance
• Supplemental Insurance
• Dental Insurance

Required skills and licensing:

• Property and Casualty license
• Pass background check
• Customer service experience
• Strong verbal/written communication skills
• Good operational computing/typing 45+ WPM (Microsoft Office Suites, Internet Browsers)
• Confident self-starter who works well independently
• Strong problem-solving capabilities
• Ability to multi-task