Personal Lines Account Manager
Location: Hopewell Junction, NY (Hybrid – 3 days in office / 2 days remote)
Agency Size: Small to Mid-Sized Independent Agency
Systems: AMS 360

Position Overview

Our client, a growing independent insurance agency in Hopewell Junction, NY, is seeking a well-rounded Personal Lines Account Manager to join their team. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is comfortable managing accounts from start to finish.

The Account Manager will be responsible for full-cycle account management—handling everything “soup to nuts”—including client servicing, marketing, and carrier communication across a diverse personal lines book of business.

Key Responsibilities

• Manage a book of personal lines accounts, including auto, home, umbrella, and other related coverages
• Provide full-service support including endorsements, renewals, billing inquiries, and claims assistance
• Market new and renewal business to multiple carriers to ensure competitive coverage and pricing
• Review policies and identify coverage gaps, making recommendations to clients as needed
• Handle client communication proactively and maintain strong relationships
• Process certificates, ID cards, and policy documentation accurately and efficiently
• Work closely with producers and carriers to place and maintain business
• Utilize AMS 360 for account management, documentation, and workflow tracking

Qualifications

• 5+ years of experience in personal lines insurance (independent agency experience required)
• Strong knowledge of personal lines coverages and underwriting guidelines
• Experience working with multiple insurance carriers
• Proficiency with AMS 360 
• Ability to manage accounts independently from quoting/marketing through servicing
• Excellent communication and organizational skills
• Active Property & Casualty license (required)

What Our Client Offers

• Hybrid work schedule (3 days in office, 2 remote)
• Collaborative, team-oriented environment
• Exposure to a variety of carriers and account types
• Opportunity for long-term growth within a stable agency

Commercial Insurance Account Manager 

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-KB1

Commercial Lines Account Manager
Location: Hopewell Junction, NY (Hybrid)
Salary: 70-90k depending on experience 
Agency Size: Small to Mid-Sized Independent Agency

Position Overview:
Our client is seeking a well-rounded Commercial Lines Account Manager to join a growing independent agency based in Hopewell Junction, NY. This is a hybrid role supporting a diverse book of business across multiple industries, including retail, restaurants, construction, and contractors. The ideal candidate is a true generalist who is comfortable handling a variety of accounts and thrives in a collaborative, client-focused environment.

Key Responsibilities:

• Manage and service a generalist commercial lines book of business across multiple industries
• Handle day-to-day account servicing including endorsements, certificates, billing inquiries, and policy changes
• Prepare and process renewals, ensuring accuracy and timeliness
• Market new and renewal business to carriers to obtain competitive coverage options
• Review policies and provide coverage recommendations based on client exposures
• Work closely with producers to support new business and maintain strong client relationships
• Respond to client inquiries promptly and provide high-level customer service
• Maintain accurate and up-to-date account information in AMS 360

Qualifications:

• 5+ years of Commercial Lines Account Management experience
• Experience working with a variety of industries (retail, hospitality, construction, contractors, etc.)
• Proficiency in AMS 360
• Strong knowledge of commercial insurance coverages and policy structures
• Excellent communication and organizational skills
• Ability to manage multiple accounts and priorities in a fast-paced environment
• Active P&C license required

What They Offer:

• Hybrid work flexibility
• Collaborative, team-oriented culture
• Opportunity to work on a diverse and dynamic book of business
• Growth potential within a stable and expanding agency

Employee Benefits Account Executive

Job Summary

Seeking a dedicated and service-oriented Employee Benefits Account Executive to join a team.

Compensation Package

• Salary Range: $75000-80000 + bonus opportunities
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and maintain client relationships with a focus on employee benefits renewals.
• Provide exceptional service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with internal teams to ensure seamless delivery of benefits solutions.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date guidance.
• Assist in the preparation and presentation of renewal proposals.
• Maintain accurate and organized client records and documentation.

Qualifications/Requirements

• Proven experience in employee benefits account management or a related field.
• Strong customer service skills with a client-first mindset.
• Excellent communication and interpersonal abilities.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work both independently and collaboratively in a team environment.
• Proficiency in relevant software and tools for account management and communication.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

#LI-JS1

Overview

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. The ideal candidate will have strong account management skills and be proficient in AMS software, preferably Hawksoft. This position will involve working with a variety of commercial lines insurance coverages.
Join an independent agency specializing in business insurance, including commercial property, liability, workers' compensation, and commercial auto. We are seeking motivated insurance professionals who provide excellent client service, management and support.  

Responsibilities

• Manage a portfolio of commercial lines accounts.
• Build and maintain strong relationships with clients, understanding their insurance needs and providing exceptional service
• Process new business, endorsements, and renewals with accuracy and attention to detail
• Collaborate with insurance carriers to obtain quotes, negotiate terms, and secure coverage for clients
• Stay updated on industry trends, products, and underwriting guidelines to provide informed advice to clients
• Assist in resolving client inquiries, issues, and claims in a timely and empathetic manner
• Contribute to the growth and retention of the commercial lines book of business
• Uphold company standards and compliance requirements while delivering top-notch service

Qualifications

• Proven experience as an Account Manager in the insurance industry
• Proficiency in AMS software, preferably Hawksoft
• In-depth knowledge of commercial lines insurance.
• Strong communication and interpersonal skills, with a customer-focused approach
• Detail-oriented with excellent organizational and time management abilities
• Ability to work effectively both independently and as part of a team
• Licensed in Property & Casualty (P&C) insurance.

Day-to-day

• Communicating with clients via phone, email, and in-person meetings
• Analyzing coverage options and providing recommendations to clients
• Processing policy changes, endorsements, and renewals
• Collaborating with insurance carriers to obtain quotes and negotiate terms
• Maintaining accurate client records and documentation
• Staying updated on industry trends and product offerings
• Providing exceptional service and support to clients, addressing their inquiries and concerns

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#INDTJG-MWT

Personal Lines Account Manager (PLAM)

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager (PLAM) to join a dynamic and growth-oriented team. This role involves managing a book of business, providing A-Z servicing for personal lines accounts, and supporting producers in placing new business. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a passion for delivering exceptional client service. This is a hybrid position, with a preference for candidates who can work onsite.

Compensation Package

• Base Salary: $60,000 - $70,000 annually
• Commission: 25% of new business sourced in the first year
• 401(k): 4% match after one year
• Benefits: Full medical coverage after 90 days, including HSA/FSA plans

Responsibilities

• Manage a book of business worth approximately $350,000 in revenue, with account sizes ranging from $500 to $3,000.
• Provide end-to-end servicing for personal lines accounts, including quoting new and renewal business.
• Assist producers in placing new business with standard carriers such as Auto-Owners, Travelers, Safeco, Progressive, Hagerty, Chubb, AIG, and Vault.
• Utilize AMS360 and EZLynx for rating and account management.
• Build and maintain strong relationships with clients, carriers, and team members.
• Collaborate with a team of 6 Account Managers and 2 support staff across Florida and Georgia.

Qualifications/Requirements

• Licenses: Active Georgia Property & Casualty (P&C) and Life & Health (L&H) licenses are required.
• Experience: Minimum of 3-5 years of experience in personal lines insurance.
• Technical Skills: Proficiency in AMS360 and EZLynx (preferred).
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work collaboratively in a team-oriented environment.
• Work Environment: Hybrid role with a preference for onsite availability. Remote candidates may be considered based on qualifications.

#LI-ZS1

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager (CLAM) to join a team. As part of the largest bank-owned insurance agency, you will play a key role in servicing middle-market accounts across various industries, including property, apartments/condos, and hospitality. This position offers a hybrid work schedule with the flexibility to work remotely for qualified candidates outside the immediate area. If you have a strong background in account management and a passion for delivering exceptional service, encourage you to apply.

Compensation Package

• Salary Range: $70,000 - $80,000 annually (flexible up to $85,000-$90,000 depending on experience)
• Benefits: Comprehensive benefits package
• 401(k): Company-sponsored plan
• Work Schedule: Hybrid (3 days in-office, 2 days remote). Fully remote options available for candidates outside the immediate area (MD/VA).
• Travel: No travel required

Responsibilities

• Manage middle-market accounts (ranging between $50,000 and $100,000) from start to finish (A-Z servicing).
• Handle a diverse portfolio of accounts, including property, apartments/condos, and hospitality.
• Quote new and renewal business to ensure client satisfaction and retention.
• Utilize Applied EPIC software to manage accounts efficiently.
• Collaborate with internal teams to deliver high-quality service and solutions tailored to client needs.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years in account management, specifically in middle-market accounts.
• Industry Knowledge: Strong understanding of generalist accounts, including property, apartments/condos, and hospitality.
• Software Proficiency: Experience with Applied EPIC software is highly preferred.
• Work History: Stable work history with no frequent job changes.
• Assessment: Willingness to complete a TotalCSR assessment (personality, behavioral, and coverage knowledge).

#LI-KD1

Commercial Producer

Job Summary

Seeking a dynamic and results-driven Commercial Producer to join a growing team. This is an exciting opportunity for a motivated individual with a proven track record in commercial sales to contribute to the growth and success of a well-established agency. With nearly a century of history, the agency combines the power of a large broker with the personalized service of a small, family-oriented team. Licensed in 24 states, offer a wide range of coverage options and specialize in high-net-worth clients and commercial lines.

Compensation Package

• Base Salary: Competitive and flexible, with a declining salary structure over 3-5 years. Base salaries have started as high as $150,000 for the right candidate.
• Commission: 30/30 commission structure.
• Perks: $500 monthly car allowance, company credit card for expenses, client lunches, and opportunities for unique experiences (e.g., attending events like The Masters).
• Benefits: Full benefits package, including a 401(k) with company match.
• Equipment: All necessary equipment provided for remote employees.

Responsibilities

• Develop and execute strategies to generate new business opportunities in commercial lines.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Work with a variety of accounts, including contractors, manufacturing, hospitality, golf courses, medical malpractice, professional liability, directors & officers liability, and large captives.
• Manage accounts with premiums starting at $10,000, ranging from small to large market clients.
• Collaborate with account managers to ensure seamless service delivery and client satisfaction.
• Stay informed about industry trends, market conditions, and carrier offerings to provide the best solutions for clients.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license.
• Experience: Minimum of 2 years of commercial sales experience within an agency setting.
• Software Proficiency: Familiarity with EPIC software is preferred.
• Skills:
  • Strong sales mindset with a hunter mentality.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven ability to build and maintain client relationships.
  • Flexibility and adaptability to meet client needs.

#LI-EM1

Executive Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a dedicated and experienced Executive Employee Benefits Account Manager (EBAM) to join a team. This role is not a straight producer position but focuses on managing and nurturing existing client relationships, handling renewals, and supporting warm leads. The ideal candidate will be client-facing, capable of managing accounts from A-Z, and experienced in self-funded benefits. This is a hybrid role, offering a mix of in-office and remote work, with most travel being local and occasional virtual client meetings.

Compensation Package

• Base Salary: $65,000 - $85,000 (commensurate with experience)
• Bonus Opportunities: New business commission negotiable, end-of-year performance-based bonuses (up to $4,000, prorated based on start date)
• Profit Sharing: Employee holding shares with longevity.
• Benefits:
  • 90% of employee premium covered; 50% for spouse and children (Medical, Dental, Vision)
  • Group Life and LTD insurance fully paid
  • 50% reimbursement for YMCA membership
  • HSA contributions for HDHP participants
• Paid Time Off: Two weeks' notice required for start, with flexibility for the right candidate

Responsibilities

• Manage a portfolio of 50+ client accounts, ranging from small to large groups
• Handle renewals, quoting, enrollments, and open enrollment support
• Serve as the primary client contact, addressing claims questions, terms for new hires, and other inquiries
• Conduct client meetings in person (using company vehicles) or virtually, as needed
• Collaborate with internal support teams to ensure seamless client service
• Work with warm leads provided by Commercial Producers or other sources
• Utilize agency management systems such as Partner Platform and Navigator

Qualifications/Requirements

• Proven experience in employee benefits account management, including self-funded benefits
• Strong client-facing skills with the ability to build and maintain relationships
• Proficiency in agency management systems (e.g., Partner Platform, Navigator, Ease)
• Excellent organizational and communication skills
• Ability to manage multiple accounts and prioritize tasks effectively
• Flexibility to work in a hybrid environment (3 days in-office, 2 days remote)
• Local travel required; must have a valid driver’s license

#LI-BO1