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 7 days ago
Similar jobs that could be interesting for youBased on the Personal Line Account Manager | Private Client Service in Sparkill, NY vacancy
$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory... ...expertise, a personalized approach, and a commitment... ...real value to our clients.Our mission is to provide exceptional service while fostering... ...an experienced Tax Manager to join our growing Private Client Services practice...Private clientFull timePrivate practiceLocal area3 days per week- ...is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...and fastest growing accounting and advisory firms in the... ...fastest-growing service lines at our firm, we try to makea... ...unique operational and personal dynamics. AboutEisnerAmper...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
EisnerAmper
Woodcliff Lake, NJ5 days ago $190k - $225k
...Join a high-impact Private Client Tax team where you'll advise ultra-high... ...bit about us: A premier accounting, tax, and advisory... ...compliance, and consulting services to high-net-worth individuals... ...closely with fund CFOs and management companies regarding tax planning...Private clientLocal areaFlexible hours- ...top professional services firms, CohnReznick... ...optimize performance, manage risk, and maximize... ...to address clients’ unique business goals... ...opportunities for in-person collaboration.... ...will support our Private Client Services Group... ...specific client accounts, taking responsibility...Private clientWork experience placementInterim roleWork at officeLocal areaFlexible hours3 days per week
$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...Suggested- Senior Personal Lines Account Manager - Tarrytown, NYJoin 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 &...
$100k - $150k
...Description Seeking : Personal Lines High Net Worth Account Executive Schedule... ...Personal Insurance Account Manager or Account Executive. The... ...managing a portfolio of private client personal insurance accounts... ...accounts, providing exceptional service to clients, and ensuring...Private clientRemote job$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- Description : Meets agency's objectives for client service, account development and placement of business... ...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 &...Work at office
$150k - $200k
Join a thriving Private Client Services practice where you'll advise high-net-worth clients, lead complex... ...00 per year A bit about us: A leading accounting, tax, and advisory organization... ...growth opportunities Job Details Lead and manage tax compliance and consulting...Private clientPrivate practiceWork at officeLocal areaFlexible hoursJobot
Woodcliff Lake, NJ13 hours ago$75k - $85k
...Account Specialist The Cross Family of Agencies welcomes... ...accurate, 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 placement- ...agencies, and talent to bring immersive, in‑person experiences to life through seamless... ...and execution. Role Overview The Account Manager is the client‑facing lead responsible for... ...confident communicator with strong client service instincts. Budget management experience...Afternoon shift
- JPMorgan Chase & Co. in New York area seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals... ...emphasizes integrity, relationship-building, and market insight within Chase Wealth Management. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...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, NJ5 days ago - ...a culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...represent municipalities, public entities, and private clients in complex, high-profile... ...communities.Responsibilities:Independently manage a litigation caseload, working cases...Private clientWork at officeFlexible hours
- Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and motivated professional to join a team. This is an exciting opportunity to contribute to a dynamic and forward-thinking organization. The ideal candidate will bring a strong work ethic,...
- ...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...
- ...Client Service Associate Client Service Associates provide exceptional... ...Financial Advisor(s)/Private Wealth Advisor(s)/teams on a... ...questions concerning client accounts, including relaying stock positions... ...duties directed by local management Administrative Support:...Private clientWork at officeLocal area
$85k - $140k
...top professional services firms, CohnReznick... ...optimize performance, manage risk, and maximize... ...to address clients’ unique business goals... ...opportunities for in-person collaboration.... ...rooted within the Private Client Services practice... ...; Master's in Accounting/Taxation...Private clientPrivate practiceLocal areaFlexible hours3 days per week$64.7k - $120.4k
...you can make your mark as a Client Service Manager within our Employee Health... ...benefits, retirement, and private client insurance solutions... ...North America, we combine the personalized service model of a local... ...in the marketplace Managing accounts through the calendar year life...Private clientMinimum wageWork at officeLocal areaNight shift$70k - $85k
...Description Job Description Commercial Account Manager Salary: $70,000 - 85,000 (... ...is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines... ...Lines Account Manager will respond to client calls about policy and coverage...Work at officeAPR
Tappan, NY17 days ago$65k - $70k
...About Leo Leo is a portfolio of trusted service companies operating under one brand. Our family... ...our people to grow and make an impact. The Account Manager is the face of Impact Service Group for their assigned clients. They own a full client account inclusive of...Full timeWork experience placementLocal areaWeekend workLeo Facilities Maintenance
Ridgefield, NJa month ago$60k - $100k
...Are you excellent at managing and retaining B2B accounts? Do you also have strong... ...guidance with starting new clients, inspections of Contractor... ...selling other maintenance services to current clients, negotiating... ...~ Positive and outgoing personality; great at building...Full timeContract workFor contractorsWork at officeNight shiftCity Wide Facility Solutions
White Plains, NYmore than 2 months ago- ...00 employees worldwide who provide the service, quality, and technology that enables our... ...Products.POSITION SUMMARY:The Account Manager, Encaps and Inclusions, leads sales execution... ...solutions across retail branded, co-packer, private label, QSR, and industrial channels....Worldwide
$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- ...400 employees worldwide who provide the service, quality, and technology that enables our... ...ROLE COVERS: Food Manufacturing and CPG Accounts across the Midwest United States.... ...IA, WI, MI, MN or MO.The Midwest Account Manager plays an integral role in helping Balchem...Temporary workWorldwideNight shift
- ...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
$75k - $95k
...Account Executive II - Commercial Lines, Insurance The Account Executive II – Commercial... ...Lines supports Account Managers within the Commercial Lines... ...interacting daily with clients and insurance carriers. This... ...supports routine client service and account management...Work experience placementWork at officeLocal areaFlexible hoursProvident Bank
Waldwick, NJ4 days ago$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, NJ3 days ago- JPMorgan Chase & Co. in White Plains, NY seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services for individuals and families. You will... ...of client wealth within Chase Wealth Management. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
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!
