Retail Account Manager (Insurance)

📍 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.