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      Cortland, New York Office
      Address:  67 Main St
      PO Box 5670
      Cortland, NY 13045
      Phone:  800.822.3747
      Fax:607.756.5051 (Underwriting)
      Fax:607.756.5967 (Claims Services)
      Denver, Colorado Office
      Address:  1331 17th Street
      Suite 810
      Denver, CO 80202
      Phone:  800.822.3747
      Fax:607.756.5051 (Underwriting)
      Petaluma, California Office
      Address:  1310 Redwood Way
      Suite 210
      Petaluma, CA 94954
      Phone:  888.814.4447
  • Account Manager - Northeast Region


    Job Title: Account Manager – Northeast Region
    Department: Marketing
    FLSA Status: Non-Exempt
    Position Resides: Cortland, NY
    Supervisor: Chief Marketing Officer

    This position is primarily responsible for the management and administration of McNeil & Co.’s established direct book of business. Secondarily, this position is responsible for growing McNeil’s programs with new and existing customers to create and maintain a pipeline of opportunities. This position will be on behalf of McNeil & Co. or entity to be determined.

    • Handle non-renewal and cancellations, and prepare new business and renewal proposals for presentation to the customers.
    • Marketing and processing renewals, new business, ordering and issuing binders and certificates as well as endorsements and policy documents within designated timelines.
    • Conduct consultative conversations with client base—answer and return phone calls and emails to customers.
    • Further develop and implement process and procedures to improve operational efficiency.
    • Maintain, build, and expand customer relationships via telephone, email or other electronic means to cultivate leads for broker network.
    • Gather and relay competitive market intelligence to Territory Sales Managers, including following up on lost business as necessary.

    • Insurance Experience in Customer Service or Account Management for 3 years or more, including Property & Casualty and Life & Health Insurance License in New York State.
    • Relevant knowledge of insurance products, documents and usages.
    • Excellent oral and written communication and time management skills.
    • Ability to work independently and to carry out assignment to completion.
    • Meet expectations for attendance and punctuality.
    • Positive attitude and ability to work in a fast paced environment.

    • Five years or more in the insurance industry in an Account Manager capacity.

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    Our Programs

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  • Contact Us


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    67 Main St
    Cortland, NY13045