Personal line Account Manager

Gorman Insurance Personnel Consultants; Mount Sinai (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Gorman 56 Personnel Consultants, Inc. is seeking a Personal Line Account Manager for the Mount Sinai, NY area. The role supports middle-income and high-net-worth clients with a focus on client service, accurate rating, and timely communications with carriers.

Hybrid work is preferred, with 100% remote or in-office options available. Responsibilities include maintaining client information, processing insurance transactions, and ensuring continuous coverage.

Qualifications

• New York State P&C broker’s license is required.
• Minimum 5 years in Personal Lines with high-net-worth experience.
• Strong knowledge of rating and quoting across carriers.
• Proficient with EPIC, Word, Excel and carrier websites.
• Excellent communication and organizational skills.

Responsibilities

• Maintain all client-related information, process insurance transactions and communicate with clients and insurance companies relating to clients’ insurance program.
• Assure that coverage is maintained at all times and/or management is notified if there are any potential coverage or pricing issues or any other problems.
• Handle all customer relations and client support services.
• Special projects and other job-related duties as assigned.

Skills

Client relations

Communication

Organization

Detail oriented

Education

P&C broker license

Tools

EPIC

MS Word

Excel

Carrier websites

Job description

Personal line Account Manager

Location, Mt Sinai, NY (Hubrid) Work Week: Hybrid preferred, 100% remote or in-office OK Salary $700-90,000 + Benefits, Bonus and commission

Our client, a well-known Broker that provides excellent growth potential and superior benefits seeks a Personal Line Account manager to support its middle-income and High-Net worth Clients

Responsibilities

• Maintain all client-related information, process insurance transactions and communicate with clients and insurance companies relating to clients’ insurance program
• Assure that coverage is maintained at all times and/or management is notified if there are any potential coverage or pricing issues or any other problems
• Handle all customer relations and client support services
• Special projects and other job-related duties as assigned

Requirements

• New York State P&C broker’s license
• Minimum 5 years experience in Personal Lines with some prior high-worth client experienc
• Extensive knowledge of rating, and quoting for all of the above carriers
• Working knowledge of EPIC, MS Word, Excel and carrier websites
• Excellent communication and organizational skills, detailed oriented