PL- Account Manager Associate

Haylor Freyer & Coon•Syracuse, NY

1d•Onsite

About The Position

Account Manager Associate Personal Lines Syracuse, NY Haylor.com At Haylor, Freyer & Coon, we believe that talented, caring people make all the difference. HF&C is a Top 100 Independently Owned Insurance Agency, recognized as Best Place to Work on a National, State and Local level. We have recently expanded to a state of the art office in downtown Syracuse. The Employee Owners of HF&C are looking to add a dynamic, progressive Account Manager Associate to our Personal Lines team. HF&C offers an outstanding compensation package and a complete benefit package, highlighted by medical and life insurance, short and long term disability, wellness programs, section 125 benefits, 401(K) retirement plan, ESOP contribution, PTO and opportunities to be involved in community based charitable work projects The Account Manager Associate is responsible for assisting with the service needs of the customer, as well as provide technical assistance that supports the objectives of the business unit.

Requirements

Strong verbal and written skills including the ability to present and express insurance transactions to non-industry personnel in laymans terms
Demonstrate attention to detail and accuracy as well as organized, self-starting and relationship building skills
Ability to shift focus and manage time independently in order to prioritize work load and to meet time sensitive deadlines
Lead by example

Responsibilities

Client service support activities as necessary to meet the needs of our clients while providing exceptional and distinctive service
Responsible to handle all interactive interface as necessary and works with carrier to resolve inaccuracies
Coordinate download activity per the agency guidelines for download transactions
Timely management of correspondence as required by department, including email and client document management system
Support the new business and renewal processes
Act as a liaison with Account Managers and our Carrier Partners
Seize opportunities for obtaining referrals leading to success in meeting assigned goals
Serve as backup for the Receptionist duties as necessary
Maintain current knowledge & demonstrate efficient use of our client management systems
Understands and adheres to documented procedures and employee practices of the organization
Knowledge of carrier websites including rating, endorsement processing, billing and retrieval of documents
Seize training opportunities to further personal and professional development
Support team by building strong relationships and sharing knowledge and useful techniques