Personal Lines Account Manager
About The Position
As a Personal Lines Account Manager, you'll play a key role in delivering exceptional service and support to clients while helping protect what matters most to them. In this position, you will manage day-to-day account servicing, coordinate with carriers and internal teams, and serve as a trusted resource for clients navigating their insurance needs. You'll work closely with producers, carriers, and fellow account managers to ensure a seamless client experience throughout the policy lifecycle. Your responsiveness, attention to detail, and commitment to client satisfaction will directly support retention, strengthen relationships, and contribute to the continued success of the agency.
Requirements
- Active New York Property & Casualty Insurance License.
- 3+ years of experience managing Personal Lines insurance accounts.
- High school diploma or equivalent.
- Experience supporting policy servicing, renewals, endorsements, quoting, or claims activities within a Personal Lines environment.
- Proficiency with agency management systems, carrier portals, and Microsoft Office Suite.
- Strong interpersonal, written, and verbal communication skills.
- Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced setting.
- Demonstrated ability to develop and maintain strong relationships with clients, carriers, and internal team members.
Nice To Haves
- Associate's or Bachelor's degree.
- Applied Epic experience.
- Previous experience supporting a high-volume personal lines book of business.
- Knowledge of personal lines coverage trends, carrier markets, and industry best practices.
Responsibilities
- Serve as a primary point of contact for personal lines clients, delivering timely, professional support by phone, email, and in person.
- Process policy changes, endorsements, renewals, and new business transactions accurately while adhering to carrier guidelines.
- Support clients through the claims process by facilitating submissions, providing updates, and coordinating with carriers and adjusters.
- Maintain complete and accurate account documentation within the agency management system to ensure strong service and compliance standards.
- Communicate proactively regarding coverage updates, billing questions, policy changes, and service requests to enhance the client experience.
- Collaborate with producers, carriers, underwriting teams, and internal colleagues to resolve issues and deliver effective solutions.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
