Personal Insurance Account Manager

Lawley Services Inc•Rochester, NY

8h•Hybrid

About The Position

The Personal Insurance Account Manager will manage an assigned book of existing business, focusing on growth and retention. This involves routinely conducting consultative conversations with clients and prospects to ensure all coverage needs are addressed, and developing, quoting, and selling Personal Insurance to new and existing clients. The role also requires working within designated timelines to provide superior customer service for client retention, referrals, and new business opportunities, as well as processing endorsements and creating insurance documents as needed. Additionally, the Account Manager will establish and maintain professional relationships with carriers and clients, and support miscellaneous duties as requested for professional growth.

Requirements

Insurance experience in customer service or account management for 3 years or more
Property/Casualty License
Relevant knowledge of insurance products, documents and usages
Computers skills are a must
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a fast paced environment
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision making skills
Precise verbal and written communication skills, even under time constraints

Nice To Haves

Applied & EPIC experiences is preferred
Open to continuing education, college degree preferred

Responsibilities

Manage an assigned book of existing business, focusing on growth and retention
Routinely conduct consultative conversations with our clients and prospects to ensure all coverage needs are addressed
Develop, quote and sell Personal Insurance to new and existing clients
Work within designated timelines to provide superior customer service to retain our clients, as well as referrals and new business opportunities
Process endorsements and create insurance documents as needed
Establish and maintain professional relationships with carriers and clients
Expand and grow in your role when supporting miscellaneous duties as requested

Benefits

Competitive salary and referral bonuses!
Expansive Benefits (Medical, Dental, Vision and SO many more)
3 weeks of PTO (prorated based on start date) AND a generous holiday schedule available 1st day!
Company 401K contribution received starting Day 1 (for participants 21+ years old)
Educational support, career development, and growth opportunities
Job Security (we’ve never had a lay-off, even during the pandemic)
Flexibility, including hybrid schedules! Business hours 8am-4:30pm
Comfortable, family-oriented culture, with an emphasis on work life balance
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
Fulfilling opportunities that align with your career path and our business needs