Personal Lines Account Manager
The Jonus Group
Job Description
Personal Lines Account Manager Standard & High Net Worth
Location: Westchester County NY
Industry: Property & Casualty Insurance
Position Overview
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 experience handling soup-to-nuts account servicing excellent carrier relationships and the ability to independently manage a book of business ranging from $2M to $2.8M in annual premium .
Key Responsibilities
Manage and service a personal lines book of business consisting of standard and high-net-worth clients.
Handle all aspects of account management including new business renewals endorsements quoting marketing and policy servicing.
Review client coverage needs and recommend appropriate insurance solutions.
Manage homeowners auto umbrella valuable articles and other personal insurance coverages.
Market new and renewal business to multiple carriers negotiating competitive coverage and pricing.
Maintain strong relationships with clients underwriters and carrier representatives.
Identify coverage gaps and cross-selling opportunities.
Ensure accurate documentation policy processing and timely client communication.
Qualifications
Prior experience as a Personal Lines Account Manager within an independent insurance agency or brokerage.
Experience servicing both standard and high-net-worth personal insurance accounts.
Ability to independently manage a $2M$2.8M premium book of business .
Strong understanding of personal insurance products underwriting guidelines and carrier markets.
Experience handling accounts from initial quoting through renewal and ongoing servicing.
Active New York Property & Casualty insurance license preferred.
Strong organizational communication and client relationship management skills.
#LI-TM1
Required Experience:
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