Insurance Account Manager

Job Description

Job Description

Join Keats Insurance Agencies a trusted leader in the industry, known for outstanding customer service. We're hiring an Insurance Account Manager in Mineola, NY. This role puts you at the heart of client relationships. If you're passionate about service, thrive in a supportive team, and want to grow in a dynamic environment, we'd love to meet you.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Responsibilities

Client Engagement : Establish and maintain strong relationships with clients through regular interaction and communication.

Policy Management : Oversee policy renewals, modifications, and updates, ensuring all details are accurate and up-to-date.

Claims Assistance : Assist clients in processing insurance claims, ensuring all required documents are submitted promptly and accurately.

Problem Resolution : Address and resolve any client concerns or complaints in a timely and effective manner.

Industry Knowledge : Stay informed about changes in the insurance industry and advise clients accordingly.

Sales Support : Collaborate with your assigned sales producers to identify opportunities for cross-selling additional services and products to existing clients.

Requirements

Licensing : Must hold an active New York State Insurance License.

Experience : 3+ years in Personal and Commercial insurance customer service

Communication Pro : Clear, confident, and professional in both written and verbal interactions.

Client Champion : Passionate about delivering exceptional service and building lasting relationships.

Problem Solver : Quick to assess issues and deliver effective solutions.

Organized & Efficient : Skilled at juggling multiple tasks without missing a beat.

Tech-Savvy : Comfortable using CRM platforms and Microsoft Office tools.