Personal Lines Insurance Account Manager (Remote in NY / P&C license required)) (Hiring Immediately)

This Jobot Job is hosted by : Dana Stark

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Salary : $70,000 - $80,000 per year

A bit about us :

Our mission is clear : to aid, inform, and protect the clients who trust us no matter what challenges they face. With decades of expertise, weve built a reputation for having our clients backs. As part of our team, youll play a key role in creating custom strategies that fit each clients needs, helping them minimize risk and find peace of mind.

Why join us?

You are not just part of a company here youre part of a team that makes a real impact. Our mission to aid, inform, and protect clients is only possible because of the talented people behind it. Here, youll have the chance to use your expertise to design meaningful solutions, build lasting relationships, and help clients through lifes challenges. With decades of experience guiding us and a supportive culture driving us, youll find growth, purpose, and the confidence of knowing your work truly matters.

Job Details

The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients. This role ensures client satisfaction by providing exceptional service, maintaining accurate policy records, and supporting the agencys retention and growth objectives.

Essential Duties & Responsibilities

Build and maintain strong client relationships by serving as the primary point of contact for personal insurance accounts.

Review, process, and manage renewals, endorsements, cancellations, reinstatements, and other policy changes.

Provide timely responses to client inquiries, including coverage questions, billing issues, and claims support.

Conduct coverage reviews to identify gaps, make recommendations, and upsell / cross-sell additional lines of coverage when appropriate.

Prepare accurate quotes and proposals; market accounts to carriers as needed.

Collaborate with producers and other team members to achieve client retention and growth goals.

Maintain detailed and accurate documentation in the agency management system.

Stay current on industry trends, carrier guidelines, and state regulations.

Ensure all actions are compliant with agency standards, carrier requirements, and applicable laws.

Qualifications

Property & Casualty Insurance License required.

2+ years of experience in personal lines insurance or account management preferred.

Strong knowledge of personal insurance products (auto, homeowners, renters, umbrella, etc.).

Excellent communication, organizational, and problem-solving skills.

Proficiency in agency management systems (e.g., Applied Epic, AMS360, Hawksoft) and Microsoft Office Suite.

Ability to work independently and as part of a team in a fast-paced environment.

Core Competencies

Customer Focus & Relationship Management

Attention to Detail & Accuracy

Time Management & Prioritization

Problem Solving & Critical Thinking

Team Collaboration

Interested in hearing more? Easy Apply now by clicking the Apply button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobots policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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