Personal Insurance Client Manager jobs in United States
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William A. Smith & Son, Inc. ยท 15 hours ago

Personal Insurance Client Manager

positionPoughkeepsie, NY
timeFull-time
remoteHybrid
seniorityMid Level

William A. Smith & Son, Inc. is a third-generation insurance firm focusing on comprehensive insurance solutions. They are seeking a Personal Insurance Client Manager to manage personal insurance portfolios, assess client needs, develop insurance solutions, and provide ongoing client support.

Employee BenefitsInsuranceProfessional Services
Hiring Manager
John Smith CPCU, ARM, CIC
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Responsibilities

Managing personal insurance portfolios
Assessing client needs
Developing insurance solutions
Providing ongoing client support

Qualification

Insurance knowledgeClient relationship managementInsurance software proficiencyAnalytical skillsIndustry regulations knowledgeCommunication skillsNegotiation skillsAttention to detailMultitaskingTask prioritizationRelevant insurance certifications

Required

Insurance knowledge and experience
Client relationship management skills
Strong communication and negotiation abilities
Attention to detail and analytical skills
Proficiency in insurance software systems
Ability to multitask and prioritize tasks effectively
Knowledge of industry regulations and trends
Relevant insurance certifications or NY licensed is mandatory

Company

William A. Smith & Son, Inc.

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We are a third generation insurance firm with locations in Newburgh, Montgomery, Millbrook, and Poughkeepsie.
dateFounded in 1928
location
Newburgh, New York, USA
people-size11-50 employees
web-link
https://wasmithandson.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase