Personal & Commercial Lines Account Manager
What You’ll Love About Working Here
Skeele Agency Inc. is a 4th generation family-owned Property & Casualty insurance agency located in Central New York with six office locations. We offer outstanding benefits including 15% of salary placed into a 401(k) profit-sharing plan which fully vests after 5 years. Our business is comprised of Personal Lines (70%) and Commercial Lines (30%). We pride ourselves on building strong relationships with our clients and employees.
What We Are Seeking
For this full-time Personal & Commercial Lines Account Manager role, we are seeking an experienced and client-focused insurance professional who has great customer services skills, strong Personal Lines knowledge, and wants to learn & be part of a fantastic team. You will act as a trusted advisor, guiding clients through their insurance options and providing the support they need to feel confident and protected.
Job Responsibilities
• Manage a portfolio of Personal Lines accounts (both new & existing) including homeowners, auto, umbrella, and specialty personal insurance products.
• Support Commercial Lines accounts (General Liability, Commercial Auto, Workers’ Compensation & Property) as needed.
• Serve as the primary point of contact for clients regarding policy changes, renewals, billing inquiries, and claims.
• Prepare and review quotes, renewal submissions, and policy proposals.
• Collaborate with carriers and underwriters to obtain quotes, negotiate terms, and ensure clients have appropriate coverage.
• Process endorsements, cancellations, and policy updates accurately and promptly.
• Educate clients on coverage options, risk management, and policy features.
• Maintain detailed account records in agency management system - Hawksoft.
• Ensure compliance with all New York insurance regulations and company policies.
• Identify opportunities to grow Personal Lines accounts and support producers in cross-selling additional products.
Minimum Requirements
• License: Property & Casualty (ANY state)
• 5+ years of Personal Lines insurance experience with an independent insurance agency
Preferred Skills
• High School Diploma (or Equivalent)
• License: Property & Casualty (NY)
• Management & Rating Systems: Hawksoft & PL Rater
• Computer Skills: MS Outlook, Zoom, MS Teams, MS OneNote
Benefits
• Medical
• Dental
• Paid Time Off (PTO)
• Paid Vacations
• Paid Holidays
• 401(k)
• Incentive Bonuses (for new business)
• Work From Home
• Great Team Culture
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