Personal Lines Account Manager - Doug Neil Insurance Agency

Join the Doug Neil Insurance Agency, a leading insurance agency based in Clifton Park, New York. As a Personal Lines Account Manager, you will be an integral part of our team, providing exceptional service to our clients and helping them navigate their insurance needs.

At Doug Neil Insurance Agency, we pride ourselves on our client-centric approach and strive to exceed expectations. You will play a vital role in managing and growing a portfolio of personal lines clients, ensuring their satisfaction and building lasting relationships.

If you are a detail-oriented individual with excellent communication skills, a passion for delivering outstanding customer service, and a desire to work in a collaborative and supportive environment, we would love to hear from you. Join our team and make a difference in the lives of our clients.

Salary Range: $45000.00 - $55000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Responsibilities

Client Management: Act as the primary contact for a portfolio of personal lines clients, handling inquiries, providing policy information, and addressing their insurance needs.

Policy Review: Conduct regular policy reviews to identify coverage gaps or potential risks and provide appropriate recommendations.

Claims Assistance: Assist clients in filing claims and ensure a smooth claims process by collaborating with insurance carriers.

Renewal Management: Proactively communicate with clients to review policy renewals, provide new quotes, and explore potential savings or coverage enhancements.

Documentation and Record-Keeping: Maintain accurate client records, policies, and endorsements in compliance with agency and industry standards.

Experience: Minimum of 2 years of experience in personal lines insurance or a related field.

Customer-Focused: A genuine passion for providing exceptional customer service and building strong client relationships.

Insurance Knowledge: Solid understanding of personal lines insurance products, carriers, and industry practices.

Communication Skills: Strong verbal and written communication skills to effectively interact with clients and insurance carriers.

Organizational Skills: Excellent attention to detail and ability to manage multiple tasks and priorities.

Licensing: Active New York State Property & Casualty License is preferred.