Personal Lines Account Manager

Job Description

Personal Lines Account Manager
Location: Hopewell Junction NY (Hybrid 3 days in office / 2 days remote)
Agency Size: Small to Mid-Sized Independent Agency
Systems: AMS 360

Position Overview

Our client a growing independent insurance agency in Hopewell Junction NY 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 finish.

The 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