APR Careers, Inc.
Personal Lines Account Manager
hace 3 días
Lynbrook
Job Description Personal Lines Account Manager | HNW | Personal Lines Book Location: Lynbrook, NY (Hybrid or In-Office) Employment Type: Full-time | Independent Insurance Agency About the Role We’re seeking a client-focused Personal Lines Account Manager to service and grow a well-established book of home, auto, umbrella, and specialty personal lines accounts. You’ll be the day-to-day contact for clients—handling renewals, coverage changes, billing questions, and remarketing—while partnering closely with producers and carriers to deliver an exceptional client experience. What You’ll Do • Own the client relationship: Respond to coverage questions, process endorsements, handle COIs/EOIs, mortgagee and lienholder changes, cancellations/reinstatements, and billing inquiries., • Renewals & remarketing: Review coverage and pricing, run comparisons, negotiate with carriers, and present options to maximize value and retention., • New business support: Prepare quotes, binders, ID cards, and onboarding documentation; ensure smooth hand-offs from producers., • Claims advocacy: Guide clients through FNOL, monitor status, and help resolve issues with adjusters., • Documentation & compliance: Maintain thorough, timely activity notes and attach records in the AMS; follow agency workflows and state regulatory requirements., • Growth mindset: Identify cross-sell/upsell opportunities (umbrella, flood, valuables, recreational vehicles) and request referrals., • Carrier & vendor coordination: Build productive relationships to expedite underwriting, inspections, and policy issuance. What You Bring • Licensing: Active P&C, • Experience: 2–5+ years servicing personal lines accounts in an independent agency or brokerage setting (local market experience strongly preferred)., • Technical skills: Proficiency with an agency management system (EPIC, AMS360, QQCatalyst, TAM/Applied, or similar) and carrier raters/portals., • Coverage knowledge: Solid grasp of HO-3/HO-6/DP-3, auto, umbrella, flood (NFIP & private), and coastal/market nuances; able to explain options in plain English., • Service excellence: Organized, detail-driven, and proactive with strong verbal/written communication and follow-through., • Team player: Comfortable collaborating with producers, account assistants, and carrier partners in a fast-moving environment. Nice to Have • Prior experience with New York carriers and CAT-exposed risks., • Designations (CISR, CISR-ELITE, CIC, CPRM, AINS) or willingness to pursue., • Bilingual (English/Spanish) a plus in the NY market. Compensation & Benefits • Base salary: $55,000 – $75,000 DOE + performance incentives/commission opportunities., • Benefits: Medical, dental, vision, life/AD 401(k) with employer contribution; paid vacation, sick time, and holidays., • Professional development: Tuition/CE reimbursement and support for industry designations., • Work setup: Hybrid flexibility after ramp-up (role may require some in-office days for client/carrier meetings).