Commercial Insurance Account Manager - Real Estate

$56,750 - $101,280/Yr

Wayne Lawley Insurance Agency - Buffalo, NY

Full-time - Mid Level

Remote - Buffalo, NY

Insurance Carriers and Related Activities

About the position

The Commercial Insurance Account Manager at Lawley Insurance is responsible for managing an established book of real estate business, serving as the primary point of contact for clients, and advising them on insurance coverages. This role requires extensive knowledge of commercial insurance, the ability to cross-sell and upsell coverages, and a Property & Casualty license. The position offers a hybrid work schedule, allowing for both in-office and remote work, and emphasizes a strong commitment to work/life balance and community involvement.

Responsibilities

• Manage an established book of business, including renewals and issuing insurance documents within designated timelines.
• Conduct consultative conversations with commercial clients to establish and maintain relationships.
• Obtain non-marketed renewal quotes and complete renewal processes, handling non-renewals and cancellations as needed.
• Identify cross-sell and up-sell opportunities to enhance client coverage.
• Support miscellaneous duties as requested to expand and grow in the role.

Requirements

• 3+ years of insurance experience in customer service or account management.
• Property & Casualty License (all lines).
• Relevant knowledge of insurance products, documents, and usages.
• Proficient in Microsoft Word, Excel, and Outlook; Applied/EPIC experience preferred.
• Ability to work independently and as part of a team.
• Strong attention to detail and organizational skills.
• Positive attitude and effective communication skills under time constraints.

Nice-to-haves

• Continuing education or college degree in a relevant field.
• Equivalent industry designations.

Benefits

• Paid holidays
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• 401(k) matching
• Unlimited Volunteer Time Off opportunities
• Referral program