Senior Account Manager, Personal Lines

Haas O'Brien Insurance Group; Newtown (CT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

PTO

Retirement Plan

401(k) Retirement Plan

Free Coffee

Advancement Opportunities

Mon-Fri Schedule

Parental Leave

401K

Weekends Off

Job summary

Haas O'Brien Insurance Group in Connecticut is seeking an experienced senior personal-lines account manager to take ownership of a defined book, including high-value homes and households. You’ll join an owner-operated independent agency with a supportive team and the authority to manage the book your way.

The role emphasizes renewals, coverage advice across auto, umbrella, valuables, and strong relationships with underwriters at standard and high-net-worth carriers.

Qualifications

• Connecticut P&C license (or transferable out-of-state).
• 8+ years of personal-lines account management in an independent agency.
• Experience quoting multiple carriers and processing applications.
• Strong multi-carrier marketing skills and independent book management.

Responsibilities

• Own renewals for your book from start to finish, including remarketing.
• Advise clients on coverage for high-value homes, autos, umbrellas, and valuables.
• Build relationships with underwriters at standard and high-net-worth carriers.
• Maintain client relationships during transitions and grow accounts over time.
• Keep accurate, current records in the agency management system.

Skills

Client management

Multicarrier marketing

Underwriter relations

Policy renewals

Education

Connecticut P&C license

Tools

AMS360

Applied Epic

EZLynx

HawkSoft

Job description

Job Description

Haas O'Brien Insurance Group is an owner-operated independent agency serving families and businesses from offices in Sandy Hook and New Milford. We're growing, and we're looking for an experienced account manager to take ownership of an established book of personal-lines clients, including a meaningful share of high-value homes and households.

This is a senior seat. You'll take over a defined book of loyal, long-standing clients, and the agency principal who built those relationships will introduce you to them personally. You'll have the authority to manage the book your way and the support of an experienced team.

Benefits

• Health Insurance
• Life Insurance
• Paid Time Off (PTO)
• Retirement Plan
• 401(k) Retirement Plan
• Free Coffee
• Advancement Opportunities
• Mon-Fri Schedule
• Parental Leave
• 401K
• Weekends Off

Responsibilities

• Own renewals for your book from start to finish, including review and remarketing across multiple carriers.
• Advise clients on coverage, including high-value homeowners, auto, umbrella, and collections and valuables policies.
• Build relationships with underwriters at standard and high-net-worth carriers.
• Keep clients through the transition of their accounts, and round out accounts over time.
• Keep accurate, current records in the agency management system.

Requirements

• Connecticut P&C license (or an out-of-state license you can transfer).
• 8 or more years of personal-lines account management in an independent agency.
• Experience quoting multiple insurance carriers and processing applications to close
• Vertafore AMS360 experience strongly preferred; Applied Epic, EZLynx or HawkSoft considered.
• Proven multi-carrier marketing skills and the judgment to run a book independently.