Commercial Lines Account Manager

Join Schaefer Insurance Services, Inc., a reputable name in the insurance industry, offering a dynamic work environment in vibrant Smithtown, New York. We are on the lookout for a motivated Commercial Lines Account Manager to join our team and become an integral part of our customer service department. You will be instrumental in managing commercial lines accounts, ensuring our clients receive top-notch service and expertise. Your role will involve building and maintaining strong relationships with our customers, serving as their trusted advisor for all their commercial insurance needs. At Schaefer Insurance Services, we pride ourselves on our inviting workplace culture and value-driven approach to insurance solutions. Your dedication to delivering exceptional service will be recognized and rewarded positively. If you are passionate about making a difference, eager to grow in a customer-centric role, and thrive in a collaborative environment, we invite you to explore this exciting opportunity with us at Schaefer Insurance Services, Inc. Apply today and be a part of our dedicated team!

• Client Assistance: Provide exceptional service to clients by addressing inquiries and resolving issues in a timely manner.
• Policy Management: Handle policy renewals, endorsements, audits, and billing inquiries efficiently and accurately.
• Documentation: Maintain accurate and up-to-date client records in compliance with company and regulatory standards.
• Relationship Building: Develop and maintain strong, long-lasting client relationships to foster loyalty and retention.
• Problem Solving: Actively listen to clients' needs and provide suitable solutions to enhance their experience.
• Collaboration: Work closely with team members and other departments to ensure seamless service delivery.
• Prepare and deliver proposals and client communications: maintain accurate account records in AMS360.

• Education: Bachelor’s degree in Business, Finance, or a related field is preferred.
• Experience: At least 3 years of experience in managing commercial lines accounts is essential.
• Licensing: Active New York State Property Casualty Insurance License is necessary.
• Communication Skills: Excellent verbal and written communication skills to interact effectively with clients and colleagues.
• Customer Service: A strong dedication to providing exceptional customer service and addressing client needs promptly.
• Technical Skills: Proficient with AMS360/Vertafore: and comfortable with spreadsheets and Microsoft Outlook.
• Organizational Skills: Exceptional organizational skills, with the ability to manage multiple accounts and prioritize workload effectively.
• Problem-Solving: Strong analytical and problem-solving skills to offer innovative solutions to clients.
• Teamwork: Ability to work collaboratively in a team-oriented environment and contribute positively to team objectives.