Account Manager - Personal Insurance - Warsaw

5 days left

2367 North Main Street Warsaw, NY, 14569 United States
We offer a competitive compensation and benefits package
Apr 25, 2019
Jun 24, 2019
Job Type
Not Specified

Personal Insurance Account Manager, Warsaw

Major Responsibilities

  • Overall account management-utilizing TIA procedures, AMS & ImageRight systems.
  • Maximize new account sales by aggressively and proactively developing new business opportunities.
  • Proactively develop referral sources by developing relationships with centers of influence in market area.
  • Develops a presence in the community networking with local leaders and the business communities.
  • Proactively develop prospects through referrals from present accounts and affiliates.
  • Sell new and renewal accounts in keeping with agency and individual office goals. 
  • Manage existing book of business to meet or exceed Agency retentions goals and create cross sell and upsell opportunities with current customers.
  • Support of AE teammate by developing, expanding and servicing accounts.
  • Utilize PL Rater when preparing quotes in fulfilling clients’ needs and expectations.
  • Complete service requests, including but not limited to: claims, premium payments, policy endorsements, identification card issuance and photo inspections.
  • Establish expectations with current and prospective clients and provide accurate, thorough and timely quotes. Maintain follow up system to maximize      retention and hit ratio.
  • In order to meet/exceed agency recommendations, consistently maintain a thorough knowledge of all coverages and have the ability to clearly explain/sell on new business and recommend enhancements to current customers.
  • Thoroughly review renewals for remarketing and remarket appropriately.
  • Identify affiliate referral opportunities and process accordingly.
  • Identify account rounding/up selling opportunities and process accordingly.
  • Process all in-coming and out-going mail (where applicable).
  • Deposit premium dollars into company bank account daily, including sweep accounts, reconcile and ensure accuracy (where applicable).
  • Thorough review of account renewals and endorsements (download and paper) for accuracy.
  • Complete the billing procedure for account transactions.
  • Review and maintain current task/to-do list in ImageRight system.
  • Provide administrative support as requested by Producers and other sales staff members and additional duties as assigned by Management.
  • Provide support to other teammates by assisting all TIA clients (regardless of location) as needed.

Supplementary Duties

To exceed the expectations of our Personal Insurance customers by performing a variety of duties to meet their insurance needs.

Qualifications and Education Requirements

  • Two year college degree in related field or equivalent experience
  • Licensed insurance broker
  • Proven customer service and sales skills w/ excellent organizational skills
  • Excellent computer and keyboarding skills; knowledge of word processing with Windows experience
  • Ability to work and collaborate within a team environment
  • Ability to self-direct the completion of job duties


  • Computer
  • Microsoft Applications
  • Other various office equipment
  • AMS & ImageRight experience is desirable

Physical Requirements

  • Requires the ability to lift 0-10 lbs on a frequent basis.
  • Movement that may be required for a prolonged period of time, includes, but is not limited to: sitting, standing, bending, leaning, pushing, stretching, reaching and typing, as is common and typical in an office environment.

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