Personal Lines Account Manager - Doug Neil Insurance Agency

Join Doug Neil Insurance Agency, a reputable firm known for its dedication to client satisfaction and community trust, as a Personal Lines Account Manager. Based in beautiful Clifton Park, New York, this position offers the unique opportunity to be an integral part of a vibrant, fast-paced team. While the role is office-based, your presence will play a pivotal part in strengthening our client relationships and ensuring operational efficiency. A positive work environment awaits you, where support and teamwork are at the forefront. Your role will include managing personal lines accounts, providing exceptional customer service, and assisting clients with their insurance needs and inquiries. At Doug Neil Insurance Agency, we value enthusiasm, a client-first approach, and dedication to excellence. Step into a role where your contributions will be appreciated, and your career growth is encouraged. We look forward to welcoming an engaging and driven individual to our team.

Salary Range: $40000.00 - $45000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Responsibilities

Client Relationship Management: Establish and maintain strong relationships with clients, ensuring their satisfaction and retention.

Policy Management: Oversee client accounts, ensuring that all necessary documents and information are up to date and accurately maintained.

Renewal Coordination: Manage and coordinate policy renewals, ensuring timely and accurate processing.

Problem Resolution: Address client inquiries and resolve any issues related to their insurance policies in a timely manner.

Personalized Service: Provide a high level of personalized service to meet the unique needs of each client.

Team Collaboration: Work closely with other team members to ensure smooth account handling and client satisfaction.

Experience: A minimum of 2 years experience in an account management or customer service role within the insurance industry.

Licensing: New York State Property and Casualty Insurance License is required.

Communication Skills: Outstanding written and verbal communication skills.

Customer-focused: Ability to deliver a positive client experience and build sustainable relationships.

Organizational Skills: Strong organizational skills with the ability to multitask and handle a variety of responsibilities.

Tech-Savvy: Proficient with Microsoft Office Suite and familiarity with insurance software systems.

Problem-Solving: Strong problem-solving skills, with the capacity to assess client needs and offer appropriate solutions.

Attention to Detail: Keen attention to detail, ensuring the accuracy of policy details and related documentation.