Insurance Personal Lines Account Manager / CSR
Job Description
Job Description
Licensed Insurance Agent
At Aspen Agency Inc., we see our agents as trusted guides, empowering clients through their insurance journeys. More than just selling policies, you will provide clients with peace of mind and a safety net for unforeseen events.
This role is more than a job it's an opportunity to influence lives, build client trust, and further your skills in a supportive environment.
Your mission is to help clients choose the best insurance for their needs.
What We Seek
We're searching for an individual with a NY P&C license and a minimum of 2 years' experience in an independent agency. Your primary role will involve quoting and selling insurance policies across various sectors, including auto, home, umbrella, and boat.
A strong background in customer service, coupled with experience in remarketing, renewal reviews, and processing endorsements, will set you apart.
Schedule
We need a candidate available to work from 9 AM to 5 PM, Monday through Friday. In our Ronkonkoma NY office.
Your Role
- Design personalized insurance solutions.
- Manage client accounts and handle endorsements.
- Issue new and renewal policies / documentation.
- Engage with clients through phone and email.
- Utilize the Hawksoft Management System for efficient data entry.
- Preferred Qualifications
NY Property & Casualty License
- 2 years experience in an independent agency
- Expertise in Auto, Home, Umbrella & Boat insurance
- Commercial experience not required but would be compensated
- Experience with Hawksoft, PL Rater, MS Outlook, DocuSign
- Experience with carriers : Merchants, Travelers, Utica National
Compensation & Benefits
- Competitive base salary of $65k-$75k, based on experience
- Plus estimated annual commission of $5-$15k
- Opportunity for growth and recognition
- Earn designations to boost salary
- Training to boost your skills
- Health and Life Insurance
- Retirement Matching Plan
- Generous Paid Time Off
Ready for a fulfilling career with Aspen? Don't wait positions are limited. Apply now!