Licensed Commercial Lines Insurance Account Executive / Customer Service Representative

$55,000 - $65,000/Yr

The Insurance Marketplace - Rochester, NY

Full-time - Entry Level

Rochester, NY

About the position

The Insurance Marketplace Agency in Rochester, NY is seeking a Full-Time Licensed Commercial Lines Insurance Account Manager / Customer Service Representative. This role focuses on servicing existing clients and selling new policies, emphasizing relationship-building and customer service. The agency is well-established and family-owned, known for its positive work environment and employee empowerment.

Responsibilities

• Foster strong relationships with clients to educate and advise them on the best policies and coverages for their unique needs.
• Create insurance quotes, cross-sell, and round out accounts using professional skills.
• Service existing clients with coverage questions and policy changes, utilizing outstanding customer service skills.
• Take payments, issue insurance documentation, and assist clients with other policy needs, ensuring keen attention to detail.

Requirements

• An Active New York Property & Casualty License is required.
• 3+ years of Commercial Lines Insurance experience working with multiple carriers is required.
• Experience in quoting commercial lines with multiple carriers is necessary.
• Ability to prioritize and multitask as a team player.
• Goal-oriented, self-starter with excellent written and verbal communication skills.
• Critical thinker and out-of-the-box problem solver with the ability to quickly build rapport.

Benefits

• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Retirement plan