Personal Insurance Client Manager
City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2026-01-26
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Insurance
Insurance Sales, Insurance Agent, Life Insurance
William
A. Smith & Son, Inc. is a third-generation insurance firm with locations in Newburgh, Montgomery, Millbrook, and Poughkeepsie, NY. Our dedicated team at William
A. Smith & Son, Inc. and Ralph V. Ellis Insurance Agency focuses on providing comprehensive insurance solutions for businesses, individuals, and groups. We strive to educate our clients on their risk exposures and tailor insurance plans to suit their needs, offering a personalized and client-centric approach. Our goal is to provide expert advice and support to ensure our clients can navigate life's uncertainties with confidence.
This is a full-time hybrid role for a Personal Insurance Client Manager at William
A. Smith & Son, Inc. The role involves managing personal insurance portfolios, assessing client needs, developing insurance solutions, and providing ongoing client support. While the position is based in Poughkeepsie NY, some remote work is allowed to offer flexibility after adequately trained and evaluated.
- Insurance knowledge and experience
- Client relationship management skills
- Strong communication and negotiation abilities
- Attention to detail and analytical skills
- Proficiency in insurance software systems
- Ability to multitask and prioritize tasks effectively
- Knowledge of industry regulations and trends
- Relevant insurance certifications or NY licensed is mandatory.
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