Personal Lines Account Manager

Rosen & Company Inc   Armonk, NY   Full-time     Sales
Posted on June 22, 2022

Personal Lines Account Manager

Respected Insurance Agency seeks an experienced team-player to join a dynamic and mutually supportive group of insurance professionals. The Personal Lines Account Manager will be part of a 10-person collaborative effort, working with the best of clients and insurance companies.

The primary function of this position is to provide quality service to clients and cross sell within the Agency. The Personal Lines Account Manager will be the day-to-day liaison between the insurance company and our clients.

Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the client accounts, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies.

Job Duties:

  • Build and maintain relationships with clients by providing consistent, accurate, and timely written and verbal communications.
  • Educate clients on coverage, exclusions and exposures; document electronic files accordingly.
  • Respond to clients’ needs in a timely manner; producing binders, policies and other related items.
  • Maintain well documented client files and attachments.
  • Vertafore AMS360 experience helpful.
  • Manage mail daily, both electronic and paper.
  • Know the underwriting and rating procedure for all types of personal lines policies.
  • Quote and sell personal lines policies.
  • Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.)
  • Renew policies by agency standards.
  • Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
  • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
  • 3 or more years’ experience in Personal Lines, hold a P&C license in NY.
  • Understanding of personal insurance underwriting, coverage & rate analysis.
  • Familiarity with Berkley One, Chubb, Cincinnati, Hanover and Travelers are a plus.
  • Knowledge of insurance coverage’s and an ability to communicate this clearly to clients and underwriters.
  • Strong written and verbal communication skills.
  • Ability to organize, prioritize and self-manage workload.
  • Computer literate with experience using Word and Excel.
  • Ability to work in a team environment, with a positive attitude, and willingness to help others.
  • Able to work under pressure and time constraints.
  • Good attendance.

Position Requirements:


We offer a robust and affordable Medical Plan, and a full list of other benefits. Competitive salary and time-off based on skill set, knowledge and experience.

Qualified candidates click to apply!