Personal Lines Account Manager

Signers National; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Signers National, a leading insurance platform, is seeking an experienced Personal Lines Account Manager to nurture and grow trusted client relationships in New York.

You will review policies for accuracy, handle endorsements and renewals, respond to client inquiries, assist with claims, and coordinate with carriers and underwriters to secure value for clients. A valid P&C license and Applied Epic experience are required.

Qualifications

• Minimum 3 years of experience as a Personal Lines Account Manager.
• Valid P&C insurance license.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines.
• Experience working with carriers and underwriters.
• Applied Epic experience preferred.

Responsibilities

• Cultivate and maintain relationships with personal lines clients.
• Review policies for accuracy and coverage gaps; provide recommendations.
• Handle policy changes, endorsements, and renewals efficiently.
• Respond promptly to client inquiries and provide professional guidance on coverage.
• Assist clients in the claims process and ensure their needs are met.
• Work closely with carriers and underwriters to negotiate terms and resolve issues.
• Maintain accurate and up-to-date client records in Applied Epic.
• Support account retention through proactive communication and relationship management.

Skills

Personal Lines

Communication skills

Time management

Team player

Customer service

Applied Epic experience

P&C license

Tools

Applied Epic

Job description

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.

Role Responsibilities

• Client Relationship Management: Cultivate and maintain strong relationships with personal lines insurance clients.
• Review policies for accuracy and coverage gaps; provide recommendations to clients as needed
• Policy Maintenance: Handle policy changes, endorsements, and renewals efficiently and accurately.
• Respond promptly to client inquiries and provide professional guidance on coverage
• Claims Support: Assist clients in the claims process and ensure their needs are met.
• Work closely with carriers and underwriters to negotiate terms and resolve issues
• Maintain accurate and up-to-date client records in Applied Epic
• Support account retention through proactive communication and relationship management

Qualifications

• Experience: A minimum of 3 years of experience as a Personal Lines Account manager
• Licensing: Must hold a valid P&C insurance license.
• Communication: Excellent verbal and written communication skills.
• Customer Focus: A commitment to delivering top-notch customer service.
• Organizational Skills: Strong organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines
• Team Player: Ability to work effectively within a team and collaborate with colleagues.
• Applied Epic experience preferred

Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority