An Independent Retail Insurance Agency in NY that has been in business for over 70 years is seeking an experienced Personal Insurance Account Manager or Customer Service Representative. 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
• 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

Qualifications & Experience:

• Current property and casualty license
• 3 Years of experience preferred in personal insurance
• Experience with standard market and high net worth personal lines home, auto, umbrella coverages
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
• Detail-oriented with strong analytical and problem-solving abilities
• Organizational skills with the ability to prioritize tasks effectively
• Experience with multiple insurance carriers preferred
• Role is onsite during training with flexibility of hybrid/remote