PERSONAL LINES ACCOUNT MANAGER

Tcgrecruit; Town of Fishkill (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Tcgrecruit is assisting a growing independent insurance agency in recruiting an experienced Personal Lines Account Manager. The role focuses on servicing an established personal lines book of business with emphasis on client communication and accuracy.

Responsibilities include managing policies, renewals, and endorsements, while working closely with producers on cross-selling and maintaining detailed client records in the agency management system.

Qualifications

• Experience in an independent insurance agency preferred.
• Strong personal lines insurance experience required.
• Excellent customer service and communication skills.
• Ability to manage multiple priorities and follow through independently.
• Familiarity with carrier websites and rating systems.

Responsibilities

• Manage and service an existing book of personal lines accounts (home, auto, umbrella, rental properties).
• Handle policy changes, endorsements, billing questions, and documentation updates.
• Review renewals and identify accounts needing attention or follow-up.
• Remarket accounts and communicate with carriers/underwriters.
• Explain coverage and options clearly to clients.
• Maintain regular client contact by phone, email, and text.
• Identify coverage gaps and opportunities for additional products.
• Collaborate with producers on cross-selling and account development.
• Assist with certificates, endorsements, and servicing of small commercial accounts.
• Maintain accurate client/policy information in the agency system.
• Take ownership of client issues and see issues through to resolution.
• Provide high-level personal service with strong organization and attention to detail.

Skills

Customer service

Communication

Organization

Multitasking

Personal lines

EPIC

Agency management system

Cross-selling

Tools

EPIC

Agency Management System

Job description

Our client is a growing independent insurance agency seeking an experienced Personal Lines Account Manager to join its team. This position is focused primarily on servicing an established personal lines book of business.

Responsibilities

• Manage and service an existing book of personal lines accounts, including home, auto, umbrella, rental properties, and other personal insurance products
• Handle policy changes, endorsements, billing questions, vehicle and driver changes, mortgagee/lienholder updates, ID cards, evidence of insurance, and policy documentation
• Review renewals and identify accounts that require attention or additional follow-up
• Remarketing accounts when appropriate and communicate with insurance carriers and underwriters
• Explain coverage, policy options, and changes clearly to clients
• Maintain consistent communication with clients by phone, email, and text
• Identify potential coverage gaps and opportunities to round out accounts with additional products
• Work closely with producers on cross-selling and account-development opportunities
• Assist with certificates, endorsements, and general servicing of small commercial accounts
• Maintain accurate and up-to-date client and policy information within the agency management system
• Take ownership of client issues and follow through from start to finish
• Provide a high level of personal service while maintaining organization and attention to detail

Qualifications

• Previous experience working in an independent insurance agency preferred
• Strong personal lines insurance experience required
• Experience with an independent agency environment is a plus
• Small commercial insurance experience is a plus
• Strong customer service and communication skills
• Highly organized with excellent attention to detail
• Ability to manage multiple priorities and follow through independently
• Comfortable working with carrier websites, agency management systems, and other insurance technology
• Ability to recognize coverage needs and identify opportunities for additional business
• Experience with EPIC and/or comparative rating systems is a plus
• Dependable, accountable, and willing to take ownership of responsibilities
• Team-oriented approach with the ability to work closely with agency owners and producers