Job Description

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