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Personal Lines Account Manager

Personal Lines Account Manager

APR Careers, Inc.Lynbrook, NY, US
Hace 1 día
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

Job Description

Personal Lines Account Manager | HNW | Personal Lines Book

Location : Lynbrook, NY (Hybrid or In-Office)

Employment Type : Full-time | Independent Insurance Agency

About the Role

We’re seeking a client-focused Personal Lines Account Manager to service and grow a well-established book of home, auto, umbrella, and specialty personal lines accounts. You’ll be the day-to-day contact for clients—handling renewals, coverage changes, billing questions, and remarketing—while partnering closely with producers and carriers to deliver an exceptional client experience.

What You’ll Do

  • Own the client relationship : Respond to coverage questions, process endorsements, handle COIs / EOIs, mortgagee and lienholder changes, cancellations / reinstatements, and billing inquiries.
  • Renewals & remarketing : Review coverage and pricing, run comparisons, negotiate with carriers, and present options to maximize value and retention.
  • New business support : Prepare quotes, binders, ID cards, and onboarding documentation; ensure smooth hand-offs from producers.
  • Claims advocacy : Guide clients through FNOL, monitor status, and help resolve issues with adjusters.
  • Documentation & compliance : Maintain thorough, timely activity notes and attach records in the AMS; follow agency workflows and state regulatory requirements.
  • Growth mindset : Identify cross-sell / upsell opportunities (umbrella, flood, valuables, recreational vehicles) and request referrals.
  • Carrier & vendor coordination : Build productive relationships to expedite underwriting, inspections, and policy issuance.

What You Bring

  • Licensing : Active P&C
  • Experience : 2–5+ years servicing personal lines accounts in an independent agency or brokerage setting (local market experience strongly preferred).
  • Technical skills : Proficiency with an agency management system ( EPIC, AMS360, QQCatalyst, TAM / Applied , or similar) and carrier raters / portals.
  • Coverage knowledge : Solid grasp of HO-3 / HO-6 / DP-3, auto, umbrella, flood (NFIP & private), and coastal / market nuances; able to explain options in plain English.
  • Service excellence : Organized, detail-driven, and proactive with strong verbal / written communication and follow-through.
  • Team player : Comfortable collaborating with producers, account assistants, and carrier partners in a fast-moving environment.
  • Nice to Have

  • Prior experience with New York carriers and CAT-exposed risks.
  • Designations (CISR, CISR-ELITE, CIC, CPRM, AINS) or willingness to pursue.
  • Bilingual (English / Spanish) a plus in the NY market.
  • Compensation & Benefits

  • Base salary : $55,000 – $75,000 DOE + performance incentives / commission opportunities.
  • Benefits : Medical, dental, vision, life / AD 401(k) with employer contribution; paid vacation, sick time, and holidays.
  • Professional development : Tuition / CE reimbursement and support for industry designations.
  • Work setup : Hybrid flexibility after ramp-up (role may require some in-office days for client / carrier meetings).
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    Personal Lines Account Manager • Lynbrook, NY, US

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