Personal Lines Account Manager

The Jonus Group; Purchase (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

The Jonus Group is seeking an experienced Personal Lines Account Manager in Westchester County, NY to service standard and high-net-worth clients. You will manage new business, renewals, endorsements, pricing, and client servicing with emphasis on accuracy and timely communication.

The role requires strong carrier relationships, a proactive approach to coverage gaps, and the ability to independently manage a $2M–$2.8M annual premium book.

Qualifications

• Prior experience as a Personal Lines Account Manager within an independent insurance agency or brokerage.
• Experience servicing both standard and high-net-worth personal insurance accounts.
• Ability to independently manage a $2M–$2.8M premium book of business.
• Strong understanding of personal insurance products, underwriting guidelines, and carrier markets.

Responsibilities

• Manage and service a personal lines book of business consisting of standard and high-net-worth clients.
• Handle all aspects of account management, including new business, renewals, endorsements, quoting, marketing, and policy servicing.
• Review client coverage needs and recommend appropriate insurance solutions.
• Market new and renewal business to multiple carriers, negotiating competitive coverage and pricing.
• Maintain strong relationships with clients, underwriters, and carrier representatives.
• Identify coverage gaps and cross-selling opportunities.
• Ensure accurate documentation, policy processing, and timely client communication.

Skills

Personal lines

High net-worth

Account management

Communication

Relationship management

Job description

Job Description

Personal Lines Account Manager – Standard & High Net Worth

Location:

Westchester County, NY

Industry:

Property & Casualty Insurance

Position Overview

Our client, an established independent insurance agency in Westchester County, NY, is seeking an experienced Personal Lines Account Manager to manage a diverse book of standard and high-net-worth personal insurance accounts.

The ideal candidate will have strong experience handling soup-to-nuts account servicing, excellent carrier relationships, and the ability to independently manage a book of business ranging from $2M to $2.8M in annual premium.

Key Responsibilities

• Manage and service a personal lines book of business consisting of standard and high-net-worth clients.
• Handle all aspects of account management, including new business, renewals, endorsements, quoting, marketing, and policy servicing.
• Review client coverage needs and recommend appropriate insurance solutions.
• Manage homeowners, auto, umbrella, valuable articles, and other personal insurance coverages.
• Market new and renewal business to multiple carriers, negotiating competitive coverage and pricing.
• Maintain strong relationships with clients, underwriters, and carrier representatives.
• Identify coverage gaps and cross-selling opportunities.
• Ensure accurate documentation, policy processing, and timely client communication.

Qualifications

• Prior experience as a Personal Lines Account Manager within an independent insurance agency or brokerage.
• Experience servicing both standard and high-net-worth personal insurance accounts.
• Ability to independently manage a $2M–$2.8M premium book of business.
• Strong understanding of personal insurance products, underwriting guidelines, and carrier markets.
• Experience handling accounts from initial quoting through renewal and ongoing servicing.
• Active New York Property & Casualty insurance license preferred.
• Strong organizational, communication, and client relationship management skills.