Personal Line Account Manager | Private Client Service
APR
Job Description
Job Description
Insurance Personal Lines Account Manager
Location: Sparkill, NY
Salary: 70K Base Salary + commissions on new business sales
(Depending on experience and qualifications)
Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives. Responsibilities will include:
Support and service a wide range of personal lines accounts
Support agency producers with customer service related tasks.
Handle incoming new business sales calls or walk-in business as needed
Cross-sell or account rounding as needed ensuring clients have appropriate coverage
Liaison between clients, producers and insurance company representatives.
Certificates, endorsements, binders, and first claims
Marketing, quoting, rating of new client business and account renewals. Requirements:
Property & Casualty Insurance License Required
Experience with auto, home, boat, and recreational policies
Minimum 3-5 years Independent Agency experience
Experience with insurance sales
Experience with account rounding/ cross-selling
Knowledge of Microsoft Excel, Word and related software
Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
Experience with high net worth clients is a plus All inquiries will be kept confidential
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Personal Line Account Manager | Private Client Service in Sparkill, NY vacancy
$190k - $250k
...with a nationally recognized accounting, tax, and advisory firm... ...sophisticated and growing Private Client Services practice. The team advises... ...traditional compliance work. This person will serve as a trusted... ...Leadership responsibility across managers, seniors, and staff Hybrid...Private clientPrivate practiceWork at officeLocal area3 days per weekJobot
Woodcliff Lake, NJ21 hours ago$80k - $90k
Senior Personal Lines Account Manager - Tarrytown, NY Join a well-established independent insurance agency known for its positive... ...joining a supportive team that values long-term client relationships and exceptional service. Senior Personal Lines Account Manager Benefits...Suggested- ...: Meets agency's objectives for client service, account development and placement of business... ...for less experienced staff within the Personal Lines department. Any other duties or projects that may be assigned by Agency Management. Requirements : NY or NJ Property...SuggestedWork at office
C. Winchell Agency, Inc.
Paramus, NJ4 days ago - ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...Private clientPrivate practice
- ...seeking a dynamic and experienced Personal Insurance Account Manager. The successful candidate will be responsible... ...accounts, providing exceptional service to clients, and ensuring their insurance needs... ...market and high net worth personal lines home, auto, umbrella coverages ~...Suggested
Bing Recruitment
New Milford, NJa month ago $150k - $200k
...Hybrid | Permanent Join a thriving Private Client Services practice where you'll advise high-net-... ...environment! A bit about us: A leading accounting, tax, and advisory organization... ...opportunities Job Details Lead and manage tax compliance and consulting...Private clientPermanent employmentPrivate practiceWork at officeLocal areaFlexible hoursAustralia-Employment
Woodcliff Lake, NJ2 days ago$75k - $85k
...clientele. We are looking for an Account Specialist to create long-... ..., timely and courteous service to our clients, as well as maintain a... ...familiar with insurance agency management systems, have a flair for... ...assigned portfolio of personal lines insurance accounts for clients...Work experience placementCross Insurance
Scarsdale, NY4 days ago- ...Terrific career and education building opportunity with a well-established Essex County agency! Company is looking for personal lines account manager to handle new and renewal accounts. Will handle cross-selling and upselling. Writes business with multiple carriers like...
C. Winchell Agency, Inc.
Paramus, NJ4 days ago - ...Job Description Job Description Personal Lines Account Manager Position Type: Full Time Department... ...NJ We are seeking a dedicated and client-focused Personal Lines Account... ...priorities while maintaining exceptional service standards and building lasting client...Full time
planet earth recruiting
New Milford, NJ14 days ago - ...employees worldwide who provide the service, quality, and technology that... ...of CA, with a majority of accounts focused in Southern CA, as... ..., implement, and manage plans and systems to nurture... ...presentation, energetic, motivated, personable, multi-tasking, growth-oriented...Work at officeImmediate startWorldwide
Balchem
Montvale, NJ3 days ago $41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive... ...benefits, retirement, and private client insurance solutions... ...America, we combine the personalized service model of a local... ..., you will support the Account Management and Sales teams, ensuring...Private clientMinimum wageWork at officeLocal areaNight shift$65k - $80k
...associates are our greatest asset. We promote a service-driven culture of high performance that... ...a motivated and ambitious Surety Account Manager to join our team. This position will... ...as referred. Manage all aspects of client's commercial insurance needs, from...Temporary workWork at officeLocal areaHilb Group
Woodcliff Lake, NJ2 days ago$90k
...response through a channel-agnostic lens. The Account Director is responsible for developing the... ...the execution and implementation of all client fundraising programs, This position is responsible for managing a team to service clients, overseeing client relationships, and...Contract workTemporary workWork experience placementLocal areaRemote workFlexible hoursShift workDirect Marketing Fundraisers Association
Tenafly, NJ4 days ago$110k - $120k
...Job Description We are seeking an Account Executive to identify and pursue new sales... ...Collaborate with Sales Administration, Client Services, and other teams to support a strong... ...opportunities, present solutions, and manage a sales pipeline ~ Strong communication...Base plus commissionWorldwideEarthCam
Upper Saddle River, NJ4 days ago$108k
...Search Ads, Display Ads, Reviews & Reputation Management, Social Ads, and SEO Cold calling... ...earn residual commissions for retaining your clients through strong account management Perform virtual and in-person presentations to prospects Build strong...Work experience placementWork at officeImmediate startHome officeHibu
Pearl River, NY1 day ago$68k - $90k
Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...questions concerning client accounts, including relaying stock positions... ...duties directed by local management ADMINISTRATIVE SUPPORT:...Private clientFull timeTemporary workWork at officeLocal areaMorgan Stanley
Paramus, NJmore than 2 months ago- ...Job Description Director of Client Success – Healthcare & Senior... ...Director of Client Success to manage and strengthen our partnerships... ...relationship management, customer service, healthcare operations, and... ...following areas: Client success, account management, customer...Remote workNight shiftAfternoon shiftEarly shift
Visiting Docs
Spring Valley, NY19 days ago $75k - $95k
...Account Executive II - Commercial Lines, Insurance The Account Executive II Commercial Lines supports Account Managers within the Commercial Lines department while... ...interacting daily with clients and insurance carriers... ...routine client service and account management...Work experience placementWork at officeLocal areaFlexible hours$96k - $120k
...Key Account Executive (Fully Remote) Salary: $$ 9... ...Japanese-American cultural lines. Excellent... ...organizational and project management skills. Ability to... ...each account (technical services, marketing, management... ...Opportunity My client is THE global leader in...Remote jobWork at officeRelocation packageFlexible hours$100k
...Account Executive Xplor Technologies powers the experiences at... ...recreation, golf and club, field services, laundry, education, and... ...you also become part of the personal connection that strengthens the... ...of your message to the Hiring Manager so that we know you took the...Weekly payLocal areaRemote workVisa sponsorshipFlexible hours$85k - $95k
...Description Description: Job Title: Account Manager of Durable and Disposable Medical... ...exemplifies the outstanding customer service that sets the company apart in the marketplace... ...or service offerings, virtually or in person to showcase offerings, address customer...Full timeLive inLocal areaDynarex Corporation
Montvale, NJa month ago- ...Job Description Clinical Account Executive EmpiRx Health... ...clinically-driven pharmacy benefits management company. As the pioneer in... ...tailored strategies for our clients. Leveraging our newly launched... .... Deliver a high-touch service experience consistent with EmpiRx...Work at officeFlexible hours
EmpiRx Health, LLC
Montvale, NJa month ago $70k - $80k
...Description Job Description LANDSCAPE ACCOUNT MANAGER AT D’AGOSTINO LANDSCAPE AND IRRIGATION... ...to join the D’Agostino family of services. Since 1992, D’Agostino Landscaping and... ...Counties. Responsibilities ~ Client and portfolio management: Report directly...Full timeFor contractorsSeasonal workImmediate startDagostino Landscape
West Nyack, NYa month ago$80k
...Supplier of industrial safety products seeks an Inside Account Manager for their New York region to expand current clients and close leads provided by BDM's. Candidates... ...-paced business-to-business sales role. This person is responsible for expanding and finding new...Porter group
West Nyack, NYa month ago- ...A national law firm with a highly regarded private client practice seeks an Associate Attorney to join its Tax, Trusts & Estates group. This role offers the opportunity to advise high-net-worth individuals, families, and closely held businesses on sophisticated estate...Private clientPrivate practice
$121k - $179k
...Client Delivery Executive - Infrastructure Services - Mahwah, NJ Location: Mahwah, NJ, US... ...governance, escalation management, automation, and continuous... ...apply. Operations Accountable for end‑to‑end delivery... ...Application Development, Public/Private Cloud, and Consulting...Temporary workLocal areaRemote workFlexible hours2 days per week3 days per weekNTT DATA
Mahwah, NJ21 hours ago- ...Job Description Job Description Position Summary The Account Manager, Strategic Partnerships owns the full post-sale lifecycle for every strategic account acquired by the Senior Manager, Academic Growth and Partnerships, and the two Strategic Partnerships Managers...Contract workWork at office
INSTITUTE OF MNGT
Montvale, NJ11 days ago - ...cultivating long-term client relationships? In this... ...Landscape Construction Account Manager position. This... ...deliver exceptional client service and satisfaction, this... ...while maintaining an open line of communication... ...decisions that improve their personal work environment and...Full timeMonday to Friday
Horizon Landscape
Wyckoff, NJa month ago $230k - $400k
...of this description.HYBRIDOur client, a national AmLaw 200 firm,... ...attention to detail, and ability to manage multiple priorities in a fast... ...with financial advisors, accountants, and valuation professionals... ...to join a dynamic private client practice at a Chambers...Private clientPrivate practiceWork at office3 days per weekTri-S Recruiters
Hackensack, NJ4 days ago- ...) is a unique financial services organization with a global... ...to improve their risk management outcomes, modernize their... ...K. World specializes in personal and commercial insurance... ...and or direction, leads client service for middle and large accounts. Collaborates closely...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Line Account Manager | Private Client Service. Be the first to apply!
