Job Description
Full job description
Retail Account Manager (Insurance)
Two Bridges area - Manhattan, NY (Onsite, Full-Time)
$65K–$90K (DOE) + Benefits, PTO & Paid Holidays
A growing insurance firm is seeking a Retail Account Manager to support and manage a high-volume book of small business clients. This is a relationship-focused role—perfect for someone who enjoys working directly with business owners and providing tailored insurance solutions, without heavy sales pressure.
What You’ll Do
Serve as the primary point of contact for a portfolio of small business clients
Manage hundreds of active accounts with a strong focus on retention
Handle policy renewals (approximately 50% auto-renewed)
Quote and present coverage options based on client needs
Build and maintain long-term client relationships (95% warm, referral-based business)
Communicate regularly with business owners to educate them on coverage options
Address client questions, policy updates, and resolve issues as they arise
Conduct occasional in-person client visits
What We’re Looking For
2–5+ years of insurance experience (commercial or personal lines)
Strong background in client relationship management
Experience with policy renewals, endorsements, and quoting
Ability to clearly explain insurance products to small business owners
Comfortable managing a high-volume book of business
Mandarin-speaking preferred (many clients are Mandarin-speaking business owners)
Proficiency in Microsoft Office (Outlook, Excel, Word)
P&C License preferred (or willingness to obtain)
*************LOCAL CANDIDATES ONLY ***********
Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
Retail Account Manager (Insurance)
Two Bridges area - Manhattan, NY (Onsite, Full-Time)
$65K–$90K (DOE) + Benefits, PTO & Paid Holidays
A growing insurance firm is seeking a Retail Account Manager to support and manage a high-volume book of small business clients. This is a relationship-focused role—perfect for someone who enjoys working directly with business owners and providing tailored insurance solutions, without heavy sales pressure.
What You’ll Do
Serve as the primary point of contact for a portfolio of small business clients
Manage hundreds of active accounts with a strong focus on retention
Handle policy renewals (approximately 50% auto-renewed)
Quote and present coverage options based on client needs
Build and maintain long-term client relationships (95% warm, referral-based business)
Communicate regularly with business owners to educate them on coverage options
Address client questions, policy updates, and resolve issues as they arise
Conduct occasional in-person client visits
What We’re Looking For
2–5+ years of insurance experience (commercial or personal lines)
Strong background in client relationship management
Experience with policy renewals, endorsements, and quoting
Ability to clearly explain insurance products to small business owners
Comfortable managing a high-volume book of business
Mandarin-speaking preferred (many clients are Mandarin-speaking business owners)
Proficiency in Microsoft Office (Outlook, Excel, Word)
P&C License preferred (or willingness to obtain)
*************LOCAL CANDIDATES ONLY ***********
Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
💡 Quick Summary
Seeking a career-building opportunity? The Account Manager- Insurance position is now open for candidates interested in the Insurance sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
