Personal Lines Account Manager

Jobot; Town of Fishkill (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Paid licensing

CISR paid for

Full benefits

401(k) match

Paid volunteer time

Job summary

Jobot is hiring a Licensed Personal Lines CSR for our Hudson Valley operation. Earn 50k–65k per year, with paid licensing and CISR, full benefits, and a 401(k) match.

This 140-year-old independent agency serves the Hudson Valley and offers a supportive, client-focused environment. The successful candidate will manage personal lines accounts, use Applied Epic, and ensure compliance with NY P&C regulations while growing client relationships.

Qualifications

• Minimum 1 year of personal lines account servicing.
• Proficiency with Applied Epic software for client data and reporting.
• NY Property & Casualty license or in the process of earning.
• Strong client relationship and communication skills.
• Analytical skills to interpret financial data and drive improvements.

Responsibilities

• Manage a portfolio of personal lines accounts (home, auto, etc.).
• Use Applied Epic to track activities and generate reports.
• Assist clients with inquiries and resolve issues promptly.
• Ensure compliance with NY P&C regulations.
• Collaborate with the team on growth and retention strategies.
• Analyze financial data and prepare reports for leadership.
• Stay updated on industry trends and regulatory changes.

Skills

Customer service

Analytical skills

Communication

Teamwork

Education

NY Property & Casualty license

Bachelor's degree in Finance or Accounting

Tools

Applied Epic

Job description

Join a 140-year-old independent Hudson Valley agency (not owned by private equity) as a Licensed Personal Lines CSR earning up to $65K, with paid licensing and CISR, full benefits, a 401(k) match, and paid volunteer time.

This Jobot Job is hosted by: Dana Paulo

Salary: $50,000 - $65,000 per year

A bit about us

Fifth-generation independent insurance agency that has served the Hudson Valley since 1800s, with five offices and more than 60 carriers. We’re independent, not owned by private equity, and decisions are made locally.

Why join us

• Career growth: openings due to promotions and retirement
• Licensing, continuing education, and CISR paid for
• Work at whichever of our offices is closest to you
• $50K–$65K plus full benefits and a 401(k) match
• Paid volunteer time

Job Details

Our firm is seeking a dynamic and detail-oriented Personal Lines Account Manager to join our team. The successful candidate will play a key role in managing and servicing personal lines accounts, maintaining client relationships, and ensuring the smooth operation of our accounting and finance department. This is an excellent opportunity for a motivated professional to apply their skills and knowledge in a challenging and rewarding environment.

Responsibilities

• 1. Managing a diverse portfolio of personal lines accounts, including home, auto, and other personal insurance products.
• 2. Utilizing Applied Epic software to manage client data, track account activities, and generate reports.
• 3. Assisting clients with their insurance needs, answering inquiries, and resolving issues efficiently and professionally.
• 4. Maintaining a thorough understanding of NY Property & Casualty regulations and ensuring all accounts are managed in compliance with these standards.
• 5. Collaborating with our team to develop and implement strategies for account growth and retention.
• 6. Analyzing financial data, preparing reports, and making recommendations to improve operational efficiency and financial performance.
• 7. Staying updated with industry trends and regulatory changes and advising clients accordingly.

Qualifications

• 1. A minimum of 1 year of experience in personal lines account servicing.
• 2. Proficiency in using Applied Epic software for account management.
• 3. A valid NY Property & Casualty license, and will consider if in process to earning license.
• 4. Excellent customer service skills, with the ability to build and maintain strong client relationships.
• 5. Strong analytical skills, with the ability to interpret financial data and make sound decisions.
• 6. Excellent communication and interpersonal skills, with the ability to work effectively both independently and as part of a team.
• 7. A high degree of professionalism, integrity, and ethical standards.
• 8. A Bachelor's degree in Finance, Accounting, or a related field is preferred.

This position offers a unique opportunity to work in a fast-paced, client-focused environment where your expertise will be valued and your professional growth nurtured. If you have the necessary skills and experience and are ready for a challenging and rewarding role, we would love to hear from you.

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 Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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