Job Details

Personal Lines - Customer Service April 18, 2025

SB07

Located in Buffalo, NY

Pay: $55k/year

Job Full Description

Personal Lines Account Executive for an Insurance Company in Buffalo, NY – DIRECT HIRE OPPORTUNITY.

Full-time OR part-time available – review details below for more information!

 

Goals

  • Meet Agency Core Values: Caring Team / Trusted Advisor / Excellence with Integrity

Job duties

  • Effectively and diligently document all tasks in our Agency Management System – AMS360
  • Assist in processing of Billing Inquiries, Claims Inquiries, Endorsements, Binders, ID Cards, Certificates, DocuSign, Uploading Applications, What If quotes
  • Assist in quoting and remarketing
  • Promptly and effectively handle customer changes and inquiries with our insurance carriers
  • Meet with manager to discuss possible improvements in customer service and procedures

Education

  • NY State PC or BR license or Personal Lines Insurance license

Experience

  • Hands on insurance agency customer experience
  • Excellent work ethic, documentation and communication skills
  • Willingness to help co-workers and customers

Culture

  • Business casual with many in office fuctions
  • Team approach on workload and problem solving
  • Flexible time and hybrid hours

Compensation & Benefits

  • Salary range based on experience {$40,000 - $55,000}
  • 401K retirement plan with additional 3% Safe Harbor contributions
  • Health Insurance with a portion employer paid
  • Ancillary benefits including vision, dental, life, disability, and more.
  • Incentive plans and bonus’
  • Commission opportunities

Buffalo, NY
2521
3140 Sheridan Drive
Suite 2
Amherst, NY 14226

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