Personal Lines Account Manager

The Jonus Group • Purchase, NY

2d

About The Position

An established independent insurance agency in Westchester County, New York, is seeking an experienced Personal Lines Account Manager to manage a diverse book of standard and high-net-worth personal insurance accounts. The role involves independently managing a book of business with $2 million to $2.8 million in annual premium and providing end-to-end account servicing.

The Account Manager handles new business, renewals, endorsements, quoting, marketing, and policy servicing. The role also involves reviewing clients’ coverage needs, recommending insurance solutions, marketing business to carriers, and maintaining relationships with clients, underwriters, and carrier representatives.

Requirements

• Prior experience as a Personal Lines Account Manager within an independent insurance agency or brokerage.
• Experience servicing both standard and high-net-worth personal insurance accounts.
• Ability to independently manage a $2 million–$2.8 million premium book of business.
• Strong understanding of personal insurance products, underwriting guidelines, and carrier markets.
• Experience handling accounts from initial quoting through renewal and ongoing servicing.
• Strong organizational, communication, and client relationship management skills.

Nice To Haves

• Active New York Property & Casualty insurance license preferred.

Responsibilities

• Manage and service a personal lines book of standard and high-net-worth clients.
• Handle new business, renewals, endorsements, quoting, marketing, and policy servicing.
• Review client coverage needs and recommend appropriate insurance solutions.
• Manage homeowners, auto, umbrella, valuable articles, and other personal insurance coverages.
• Market new and renewal business to multiple carriers and negotiate competitive coverage and pricing.
• Maintain relationships with clients, underwriters, and carrier representatives.
• Identify coverage gaps and cross-selling opportunities.
• Ensure accurate documentation, policy processing, and timely client communication.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed