What are the responsibilities and job description for the Personal lines account manager position at Butwin Insurance Group?
Company Description Butwin Insurance Group is a 101-year-old Property & Casualty insurance agency, serving clients since 1925 with a strong focus on professionalism and reliability. The firm is dedicated to ensuring every client feels they have hired the finest insurance professionals, emphasizing service and support, especially when claims arise. The organization’s success is rooted in team members who are deeply committed to the company’s mission and future. Guided by the philosophy that true value is proven during a claim, Butwin Insurance Group has built a reputation for protecting clients’ assets and earnings through attentive, responsive service.
Role Description The Personal Lines Account Manager is a full-time, hybrid role based in Great Neck, NY, with some work-from-home flexibility. Day-to-day responsibilities include managing personal insurance accounts, handling policy changes, renewals, and endorsements, and providing responsive, professional customer service. The role involves reviewing coverage, preparing quotes, assisting with claims, and communicating with carriers to resolve issues promptly. The Personal Lines Account Manager will build and maintain strong client relationships, educate clients on coverage options, and ensure their policies align with changing needs. Collaboration with colleagues and adherence to agency procedures and compliance standards are key aspects of this position.
Qualifications
- Candidates should possess strong Account Management and Customer Service skills to effectively manage client relationships and respond to inquiries.
- Candidates should possess expertise in Personal Insurance and Insurance products, including home, auto, umbrella, and other personal lines coverages.
- Candidates should possess knowledge of Employee Benefits and related insurance concepts to support comprehensive client advisory services when needed.
- Candidates should possess solid communication, organizational, and problem-solving skills, with attention to detail and accuracy in documentation.
- Relevant qualifications include prior experience in a personal lines insurance role, familiarity with agency management systems, and applicable insurance licensing (such as a Property & Casualty license in New York or the ability to obtain it).
- Additional beneficial qualifications include the ability to work both independently and collaboratively in a hybrid environment, strong follow-up skills, and a client-focused, ethical approach to service.