Full Job Description:

We are a well-established independent family-owned and run business that has been serving the Hudson Valley area for more than 40 years. We help businesses and families throughout the Hudson Valley with their commercial, home, auto, life, and health insurance needs. We pride ourselves on providing personal, responsive service and building long-term relationships with our clients, insurance carriers, and community. With a team of approximately 25 employees, we offer the resources and market access of a larger agency while maintaining the personal, collaborative environment of a small business.

We are looking for an experienced Commercial Lines Account Representative to join our team. This is an excellent opportunity for someone who enjoys working directly with clients, managing a diverse commercial book of business, and being part of a collaborative agency where your work has a meaningful impact.

The Position:

The Commercial Lines Account Representative will support and manage day-to-day service needs for a portfolio of commercial clients. The ideal candidate is organized, detail-oriented, proactive, and comfortable communicating with business owners, carrier representatives, and agency colleagues.

Key Responsibilities:

Manage day-to-day servicing of commercial clientsDevelop and maintain strong relationships with commercial clientsHandle policy changes, certificates of insurance, endorsements, audits, renewals, cancellations, and other account servicing needsReview policies and coverage information for accuracy and completenessAssist with renewal preparation, including obtaining updated applications, loss runs, exposure information, and other underwriting documentationCommunicate with insurance carriers and wholesalers regarding policy servicing and underwriting needsIdentify potential coverage gaps and opportunities to better protect clientsAssist producers with new business submissions and proposals as neededFollow up on outstanding information and ensure client requests are handled promptlyMaintain accurate and complete account documentation within the agency management systemProvide exceptional customer service while managing multiple priorities and deadlinesWork collaboratively with producers, account representatives, and agency leadership

Qualifications:

3+ years of commercial insurance experience preferredNew York Property & Casualty insurance license requiredStrong understanding of commercial insurance products, including Business Owners Policies, Commercial Package Policies, General Liability, Commercial Auto, Workers' Compensation, and Umbrella/ExcessExcellent written and verbal communication skillsStrong organizational and time-management abilitiesHigh attention to detailAbility to independently manage priorities and deadlinesComfortable communicating professionally with clients, carriers, and coworkersProficiency with Microsoft Office and agency management systems (Experience with Epic system preferred)A positive, team-oriented attitude and commitment to providing excellent client service

What We Offer:

Competitive salary based on experienceMedical benefits401(k) with company contributionPaid time off and paid holidaysA stable, established agency with a strong reputation in the Hudson ValleySupportive, collaborative work environmentOpportunity to build meaningful, long-term relationships with clientsNo high-pressure corporate environment-we value quality service, teamwork, and doing right by our clients

The Ideal Candidate:

You are someone who knows commercial insurance and takes pride in taking care of clients. You can manage the details without losing sight of the bigger picture, communicate clearly, and take ownership of your accounts. You enjoy working with a close-knit team and want to build a long-term career with an agency where your contributions are recognized and valued.

If you are an experienced commercial insurance professional looking for a role with a respected independent agency in the Hudson Valley, we would love to hear from you.

Benefits:

401(k)401(k) matchingDental insuranceHealth insurancePaid time offVision insurance

Work Location:

In person