Insurance Personal Lines Account Manager / CSR

Aspen Agency

Insurance Personal Lines Account Manager / CSR

Ronkonkoma, NY
Full Time
Paid
  • Responsibilities

    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!