Personal Lines Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Buffalo, NY

1d•Hybrid

About The Position

We are seeking an experienced and detail-oriented Personal Lines Account Manager to support new business marketing and placement for personal insurance accounts. This role is responsible for gathering client information, completing applications, obtaining carrier quotes, preparing proposals, and supporting Producers with new business opportunities. The ideal candidate has strong personal lines marketing experience, excellent organizational skills, and the ability to build effective relationships with carrier underwriters and internal teams. This position plays a key role in supporting new business growth, competitive placement, and a high-quality client experience.

Requirements

Minimum of 2 years of personal lines carrier marketing experience required.
Minimum of 4 years of insurance industry experience required.
Strong knowledge of personal lines insurance products, carrier rating systems, underwriting requirements, and new business marketing processes.
Experience preparing applications, supplemental documents, proposals, and carrier submissions.
Strong organizational and multitasking skills with the ability to manage deadlines, details, and competing priorities accurately.
Excellent written and verbal communication skills.
Strong comprehension and analytical skills with the ability to review quotes, coverage options, and carrier responses.
Ability to establish and maintain effective working relationships with peers, Producers, Account Managers, carrier partners, and clients.
Team-oriented mindset with a passion for contributing to company growth and industry leadership.

Responsibilities

Identify and evaluate new business opportunities for Producers by obtaining, reviewing, and analyzing carrier quotations and responses.
Gather required client data, complete applications, and submit new business opportunities to insurance carriers for marketing.
Prepare applications, supplemental documents, proposals, and presentation materials for prospective clients.
Utilize carrier online rating systems to generate quotes and support new business placement.
Analyze pricing, coverage options, carrier terms, and proposal details to help identify competitive solutions.
Negotiate pricing and coverage options with carrier underwriters to support agency growth and client needs.
Assist Commercial Lines Account Managers with remarketing renewal business, reviewing quotes, and supporting placement strategy as needed.
Create proposals and client-facing materials in accordance with established agency procedures.
Maintain accurate internal client, carrier, submission, and marketing data within agency systems.
Build and maintain strong working relationships with carrier underwriters, Producers, Account Managers, and internal team members.