Job title: High Net Worth Associate Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Assistant
Location: Tarrytown, NY
Job published: 10/16/2024
Job ID: 122490

Job Description

General responsibilities:  Provide day to day customer service, retention, rounding of client accounts, and managing client service needs. Ability to maintain strong attention to detail while working in a fast paced environment, with working knowledge of carrier contracts, systems, and services. Skill in building strong relationships through non-client facing communications is a must.

 

Qualifications:

  • Must have 2+ years working in a retail agency environment and with premiums 20K+
  • Must hold an active NY P&C License
  • Must be detail oriented
  • Work if a fast paced environment and work with a sense of urgency
  • Ability to communicate effectively
  • Meet deadlines in a timely manner
  • Must be able to advise customers on coverage
  • Ability to cross-sell and identify gaps in coverage

Salary/Compensation:

  • Competitive compensation plan
  • Great benefits including medical, dental, vision, life & disability
  • Paid Time Off
  • Paid Holidays
  • 401(k) with employer match
  • Paid Continuing Education

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