Personal Insurance Account Manager

Position Description

Position Title: Personal Insurance Account Manager

Department: Personal Insurance

Reports to: Personal Insurance Supervisor

FLSA Status: Exempt

 

Summary

This position entails selling insurance and coordinating service to new and existing clients.

Qualifications

Excellent communication, organizational, and customer service skills are required. Candidates must be able to effectively manage multiple tasks, interact well with others, and work well in a team environment. Good computer skills—including Microsoft Office and the internet are required. Candidates should have a Bachelor’s degree and two years previous experience in Personal Lines insurance; however, appropriate experience may be substituted. Active agent’s license required.

Essential Responsibilities

•Manage a book of business (clients with personal insurance needs) by selling new policies or updating/renewing existing policies.
•Counsel clients by determining insurance needs and coverage, providing education and preparing quotes as necessary.
•Renew each home & auto insurance account with reviews and communication.
•Provide customer service via email, phone and in person to help clients and companies solve problems with a sense of urgency while exceeding expectations.
•Prepare paperwork and appropriate documentation for each policy and process changes in the Agency Management System.
•Use the Agency Management System to keep track of procedures, workflow and documentation.
•Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions and options so that you can provide the best possible balance between cost and coverage while still protecting each client.
•Develop positive long-term relationships with clients, underwriters and company personnel.
•Work as a team with other staff members to achieve agency new business and client retention goals.
•Complete all CE coursework as required or directed.
•Other duties as assigned.

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Where we are

Find us at one of our 6 office locations located in Vermont and New York.

Burlington
346 Shelburne Road
Burlington, VT 05401
Telephone: 802.658.3500
Toll Free: 800.900.0121
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Stowe
618 South Main Street
Stowe, VT 05672
Telephone: 802.253.9707
Toll Free: 800.900.0121
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St. Albans
20 Swanton Road
St Albans, VT 05478
Telephone: 802.527.0171
Toll Free: 800.900.0121
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Montpelier
2 Pioneer Street
Montpelier, VT 05602
Telephone: 802.229.0563
Toll Free: 800.900.0121
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Lyndonville
23 Church Street
Lyndonville, VT 05851
Telephone: 802.626.3354
Toll Free: 800.900.0121
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Plattsburgh
14 Durkee Street, Suite 430
Plattsburgh, NY 12901
Telephone: 518.699.3200
Toll Free: 800.900.0121
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