Account Manager, Personal

. Retrieve, scan and attach documents to customers' files.

Posted 5/9/2026full-timeNorwich • New York • 🇺🇸 United StatesJuniorMid-Level💰 $19 - $22 per hourWebsite

Key responsibilities & impact

Retrieve, scan and attach documents to customers' files.
Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions.
Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed.
Handle insurance premium payment processing and billing inquiries.
Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed.
Perform other duties as assigned.

What you’ll need

Associate degree and 1-year relevant work experience or equivalent combination of education and experience required.
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire.
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality.
Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources.
Ability to work independently and in groups.
Effective verbal and business writing skills.
Proficient with Microsoft Office.

Comp & perks

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data entrypolicy transactionsinsurance premium processingbilling inquiriesdata analysisproblem researchdecision making

Soft Skills

organizationprioritizationattention to detailquality focusindependent workteam collaborationverbal communicationbusiness writing

Certifications

Associate degreeProperty & Casualty Broker's licenseLife, Accident, and Health license