Account Manager, Personal Lines (HNW/VIP)

Job Description

Summary

Insight Global is seeking a Personal Lines Account Manager for our privately-held, employee-owned Insurance Agency client in Bardonia, NY. The Account Manager, Personal Lines supports agency growth and retention by building strong client relationships, delivering proactive service, and providing ongoing coverage reviews and education. This role manages a high-touch personal lines book, supports new business and renewals, identifies cross-sell opportunities, and delivers an exceptional client experience with a strong focus on discretion and confidentiality. This position will specifically focus on a book of business of high net worth individuals. This role will specifically focus on a starting book of around 800k in business, and through growth and retention, will increase over time. Compensation is based off the size of the book, and will also increase with time.

Key Responsibilities

• Provide prompt, professional service by responding to client inquiries and addressing individual coverage needs

• Manage assigned personal lines accounts with a focus on high-net-worth and VIP clients

• Conduct proactive renewal reviews per segmentation workflow to assess coverage, recommend enhancements, round accounts, and identify cross-sell opportunities

• Communicate regularly with clients to maintain relationships and uncover account growth opportunities

• Write new business, support account rounding, and seek referrals from existing clients and external sources

• Refer clients and prospects to other divisions within the organization when appropriate

• Make policy placement decisions based on client needs, agency standards, and carrier guidelines

• Underwrite individual risks to ensure compliance with agency and carrier requirements

• Gather and secure all required submission and intake information, including quotes and carrier comparisons

• Keep Sales Executives and management informed of significant account activity when applicable

• Notify leadership immediately upon receipt of cancellation requests and contact clients within one business day to attempt retention

• Maintain confidentiality of all client, staff, and agency information

• Stay current on insurance industry changes and carrier updates

• Adhere to established workflows and procedures to minimize E&O exposure and promptly report any actual or potential E&O claims

• Build strong internal relationships and act as a mentor to other team members

• Perform additional duties and projects as assigned

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

• 5+ years of personal lines account management experience

• Active Property & Casualty insurance license

• Experience working in an equivalent insurance agency environment

• Polished, professional presence with strong communication skills

• Demonstrated ability to handle sensitive information with discretion and confidentiality - Experience working with High Net Worth/VIP clients

• Exposure to commercial lines (limited experience acceptable)