Commercial Lines Account Manager

The Schultz Group of NY
Rochester, NY Full Time | Other
POSTED ON 12/28/2023 CLOSED ON 3/2/2024

What are the responsibilities and job description for the Commercial Lines Account Manager position at The Schultz Group of NY?

We are a well-established independent insurance agency of over 40 years in the Brighton/Henrietta area looking for a Full-time Commercial Lines Account Manager. The Commercial Lines Account Manager will serve our commercial insurance clients and support our Commercial Insurance Manager.

Responsibilities:

  • Support our Commercial Insurance Manager with duties and tasks including, but not limited to, the following:
  • Reviewing risks with underwriters, completing Acord and supplemental applications for new business quotes with multiple insurance carriers
  • Assisting with policy renewals (working with insured to complete applications, create and send premium invoices, etc.)
  • Reviewing policies for accuracy
  • Assist in answering phones and provide exceptional service to all clients
  • Issue certificates of insurance, binders, and auto ID cards
  • Assist clients with billing and answering general policy questions
  • Develop a good rapport with clients to build strong agency relationships

Preferred Skills:

  • Experience managing commercial insurance policies from multiple insurance carriers and brokers
  • Computer literacy in Windows operating system, Microsoft Office (Word and Excel), and Google Apps (Mail, Calendar, Chat, Docs, and Sheets)

Requirements:

  • Diligent and focused attention to detail
  • Ability to work independently and demonstrate critical thinking to troubleshoot obstacles
  • Ability to professionally communicate with clients, prospective clients, coworkers, insurance carriers, and all other contacts
  • Dedicated work ethic and positive attitude
  • Demonstrate respect, courtesy, honesty, and fairness in all situations
  • Practice discretion when dealing with confidential client information

Preferred Education and Licenses:

  • Current New York State Property and Casualty insurance license
  • Associate's degree
  • 1-2 years of commercial insurance experience

Job Type: Permanent

Pay: $50,000.00 - $60,000.00 per year

Benefits:

  • 401(k) matching
  • Health insurance
  • Paid time off
  • Tuition reimbursement

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person

Education:

  • High school or equivalent (Required)

License/Certification:

  • Property & Casualty License (Preferred)

Shift availability:

  • Day Shift (Required)

Work Location: In person

Salary : $50,000 - $60,000

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