Personal Lines Account Executive

Location: Buffalo, NY

Duration: Direct Hire

Pay Rate: TBD

Description:

Goals:

  • Service and help our customers with their insurance needs
  • Arrive to work on time and ready to be engaged the entire day
  • Answering customer calls for billing, claims, endorsements, coverage questions
  • Ensure that the needs of the customers are being satisfied
  • Cross sell monoline accounts
  • Meet Agency Core Values: Caring Team / Trusted Advisor / Excellence with Integrity

Job duties

  • Effectively and diligently document all tasks in our Agency Management System
  • Promptly and effectively handle customer changes and inquiries with our insurance carriers
  • Update our Agency Management System and the carrier websites – endorsing policies and documenting
  • Physically meet with customers who come into the office
  • Meet with management to discuss possible improvements in customer service and procedures
  • Continually research of developments in customer service by reading relevant journals, going to meetings and attending courses
  • Work with our Producers on updates on their customers

Education

  • NY State PC or BR license or Personal Lines Insurance license preferred

Experience

  • Hands on insurance agency customer experience
  • Excellent work ethic, documentation and communication skills
  • Willingness to help co-workers and customers

Agency Location

  • 5001 Genesee St, Buffalo NY 14225
  • Owner occupied building with off street parking
  • Comfortable – Business Casual environment near many amenities

Benefits

  • Health – Dental – Vision Insurance available
  • 401K & Section 125 Plans
  • Flex hours
  • Incentive Plans

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You are applying for:
Personal Lines Account Executive
(Globalquest Staffing)

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