Job Description
Job Description
Independent Retail Insurance Agency in Buffalo, NY is seeking a dynamic and experienced Personal Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.
Responsibilities :
- Serve as the primary point of contact for a portfolio of personal insurance clients : standard and middle market
- Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
- Identify new market opportunities and develop strategies to expand our customer base
- Build and maintain strong relationships with key clients, ensuring their needs are met
- Prepare and present insurance proposals and renewals to clients
- Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
- Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities
Qualifications & Experience :
Current property and casualty license3 Years of experience preferred in personal insuranceExperience with standard market and high net worth personal lines home, auto, umbrella coveragesExcellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleaguesDetail-oriented with strong analytical and problem-solving abilitiesOrganizational skills with the ability to prioritize tasks effectivelyExperience with multiple insurance carriers preferredRole is onsite during training with flexibility of hybrid / remote after training