Personal Lines Account Manager

The Jonus Group


Job Location:

Poughkeepsie, NY - USA

Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Personal Lines Account Manager

Position Overview

A growing independent insurance agency is seeking a well-rounded Personal Lines Account Manager to join their team. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is comfortable managing accounts from start to Account Manager will be responsible for full-cycle account managementhandling everything soup to nutsincluding client servicing marketing and carrier communication across a diverse personal lines book of business.

Key Responsibilities

  • Manage a book of personal lines accounts including auto home umbrella and other related coverages
  • Provide full-service support including endorsements renewals billing inquiries and claims assistance
  • Market new and renewal business to multiple carriers to ensure competitive coverage and pricing
  • Review policies and identify coverage gaps making recommendations to clients as needed
  • Handle client communication proactively and maintain strong relationships
  • Process certificates ID cards and policy documentation accurately and efficiently
  • Work closely with producers and carriers to place and maintain business
  • Utilize AMS 360 for account management documentation and workflow tracking

Qualifications

  • 5 years of experience in personal lines insurance (independent agency experience required)
  • Strong knowledge of personal lines coverages and underwriting guidelines
  • Experience working with multiple insurance carriers
  • Proficiency with AMS 360
  • Ability to manage accounts independently from quoting/marketing through servicing
  • Excellent communication and organizational skills
  • Active Property & Casualty license (required)

What Our Client Offers

  • Hybrid work schedule (3 days in office 2 remote)
  • Collaborative team-oriented environment
  • Exposure to a variety of carriers and account types
  • Opportunity for long-term growth within a stable agency

#LI-TM1

Required Experience:

Manager

Job DescriptionPersonal Lines Account ManagerPosition OverviewA growing independent insurance agency is seeking a well-rounded Personal Lines Account Manager to join their team. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is comfortable managing ...

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