Personal Lines Account Manager – HNWI & Standard

Jonus Group; Purchase (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

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 soup-to-nuts account servicing, excellent carrier relationships, and the ability to independently manage a $2M-$2.8M annual premium book of business.

Qualifications

• Experience servicing standard and high-net-worth personal accounts.
• Ability to manage a $2M-$2.8M premium book.
• Active NY P&C license preferred.

Responsibilities

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

Skills

Account servicing

Carrier relationships

Quoting & marketing

Client communication

Organization

Education

New York Property & Casualty license

Job description

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 soup-to-nuts account servicing, excellent carrier relationships, and the ability to independently manage a $2M-$2.8M annual premium book of business.