Personal Lines Account Manger

At Doug Neil Insurance Agency, we are eager to welcome an enthusiastic Personal Lines Account Manager to join our vibrant team in Clifton Park, New York. I

Hours are completely Flexible!

In the heart of our energetic, caring community, you will manage the insurance portfolios of our valued clients in a role that promises to be both rewarding and challenging. Doug Neil Insurance Agency values collaboration, professional growth, and the pursuit of excellence, being a place where community-centric traditions meet innovative, client-focused insurance solutions. As a key member of our on-site team, you will provide personalized support and build lasting client relationships while ensuring that their coverage adequately meets their evolving needs. This is an exceptional opportunity for a dedicated professional passionate about making a positive impact through quality service and effective insurance management, in a supportive and inclusive work environment. Join us to become part of a team that truly values your contribution and dedication!

Salary Range: $5,000.00 - $6,000.00 per year

Annual Base Salary Commission Bonus Opportunities

Licensing: Current New York State Insurance License is required.

Hours: Flexible

Experience: Prior experience in personal lines account management or a similar role in the insurance industry is essential.

Communication Skills: Strong verbal and written communication skills to effectively engage with clients.

Customer Service: Demonstrated ability to provide exceptional customer service and build client relationships.

Organizational Skills: Excellent organizational abilities to manage multiple accounts efficiently.

Attention to Detail: Keen attention to detail to ensure accuracy in documentation and policy management.

Problem Solving: Ability to assess client needs and propose customized insurance solutions.

Team Collaboration: Willingness and ability to work collaboratively within a team setting.

Sales Skills: Proven track record in cross-selling and up-selling insurance products to meet client needs.

Client Interaction: Engage and communicate effectively with clients to understand their insurance needs and preferences.

Policy Management: Administer and update client policies, ensuring accuracy and compliance with regulations.

Renewal Processes: Oversee the timely renewal of policies, offering guidance and assistance to clients throughout the process.

Claims Support: Assist clients in the claims process, providing necessary information and support to ensure efficient resolution.

Customer Service: Deliver exceptional customer service, addressing client inquiries and resolving issues promptly.

Relationship Building: Establish and maintain strong client relationships to promote loyalty and satisfaction.

Continual Education: Stay informed on policy changes and industry trends to provide the best advice to clients.