Personal Lines Account Manager

Position Title: Personal Lines Account Manager

Location: SDN Insurance Rochester Office

Reports To: Head of Office-Rochester

Department: Personal Lines

FLSA Status: Non-Exempt

Purpose: The Personal Lines Account Manager is responsible for servicing our existing personal insurance customers & writing new business to assist in the growth of the department.

Supervisory Responsibilities:

Degree of Supervision Received: Moderate

• Supervision Received (title): Head of Office - Rochester

Degree of Supervision Given: None

• Supervision Given to (Titles): N/A

Essential Functions:

1. Develop and maintain a solid working knowledge of SDN's personal lines, client base and product offerings.
2. Assume daily servicing responsibility of assigned client relationships in accordance with agency standards and workflows. Servicing duties include renewals, providing summaries, ordering and issuing binders, certificates, policies, Auto ID cards, proposals, invoicing, audits and other insurance documents.
3. Handles new business and existing clients re: marketing, quoting, application completion; Reviews and maintains client information and company produced documents for accuracy
4. Coordinate with department management on special projects as requested.
5. Adhere to pertinent laws, regulations, and SDN Compliance Policy.
6. Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
7. This job description is not exhaustive. The Personal Lines Account Manager may be required to perform other duties as assigned, including supporting other talent development and planning work that supports the business success.

Job Related Qualifications - Education and Prior Experience:

Required:

• Education: High School Diploma/Equivalent
• Prior Experience: 1+ years Customer Service or Account Management in Insurance industry
• Licenses or Accreditation: New York State Property/Casualty Brokers License

-OR-

Preferred:

• Education: Associate Degree
• Prior Experience: 3+ years Customer Service or Account Management in Insurance industry with EPIC system experience
• Licenses or Accreditation: New York State Property/Casualty Brokers License

Competencies:

1. Relevant knowledge of personal property and casualty products, documents, procedures
2. Proficient in Microsoft Office with the ability to learn and utilize new and existing company software
3. Experience with agency management systems
4. Able to work both independently and in a team environment
5. Excellent verbal and written communication skills
6. Able to work in a demanding, fast-paced environment with the ability to manage multiple priorities and meet established deadlines
7. Responds to requests for information in a timely and professional manner
8. Strong customer focus

Physical Requirements:

1. Able to regularly sit for prolonged periods of time.
2. Extensive computer usage is required.
3. Moderate phone usage is required.

Five Star Bank and affiliate companies are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Five Star Bank and affiliate companies are committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at (585) 786-4344, or (585) 786-1417 or 585-498-7565.

Note: At a later stage in the application process, applicants may be required to provide information about their criminal conviction history, if any, and to authorize the procurement of a consumer report that will contain, among other things, information about criminal conviction history. Except as required by applicable law, past criminal convictions will not automatically disqualify an applicant from employment, and Five Star Bank will only consider such history in accordance with applicable law. Please be advised, however, that federal law prohibits Five Star Bank from employing "any person who has been convicted of any criminal offense involving dishonesty or a breach of trust or money laundering, or has agreed to enter into a pretrial diversion or similar program in connection with a prosecution for such offense" unless the FDIC has provided prior written consent.