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.

 

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