Personal Lines Account Manager
Job Title: Personal Lines Account Manager
Reports To: Jenny Manning
Delmonico Insurance Agency is a family business that prides itself in advising businesses, families, and individuals on their insurance needs in the most efficient way possible. We value our outstanding team of employees, integrity, reliability, continuous improvement, and supporting our community.
For 5 years in a row, Delmonico Insurance Agency has been ranked as one of the top places to work in Central New York!
Benefits for Full-Time Employees Include:
- Medical, Dental, and AFLAC Insurance Plans
- 401(k) with company contribution
- Life Insurance
- Short and Long-Term Disability
- Paid Vacation and Sick Leave
- Paid Holidays
- Company Paid Licensing and Continuing Education
Essential Job Duties: (Additional duties may be assigned)
- Provide superior service to our clients by promptly responding to their inquiries and addressing their individual needs to the products and services our agency provides.
- Complete applications on our clients' behalf for all coverage, including price quotations and comparisons, for all the companies we represent.
- Properly placing individual risk situations to ensure they meet our agency's standards and those of the companies we represent.
- Maintain individual electronic client files and process routine correspondence between our agency and the client or company, including preparing policy documents.
- Review every individual client file prior to or at renewal, to assess coverage and recommend changes when necessary.
- Actively develop account sales for assigned clients by soliciting single policy clients for additional policy sales in a manner consistent with our agency marketing plan.
- Assist receptionist and other agency personnel when necessary.
Knowledge, Skills, and Abilities:
- Previous Insurance Experience, including NYS Brokers License, is required
- Proficiency in MS Office and ERP systems
- Working knowledge of office equipment
- Excellent organizational and time management skills
- Analytical abilities and aptitude in problem-solving
- Excellent written and verbal communication skills
What Our Employees Say About Us:
“They make us feel like family and genuinely care about our well-being. We have a close-knit team that works together to provide the very best customer experience for our valued clients. It’s a great feeling to come to work every day." -Joanne Lupo, Personal Lines Account Manager