Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is hybrid, requiring approximately three days per week. The ideal candidate will have experience with EPIC, be familiar with a variety of insurance carriers, and possess a strong understanding of personal lines insurance processes. If you are a proactive professional with excellent multitasking abilities and a commitment to client satisfaction, we encourage you to apply.

Compensation Package

• Salary Range: $70,000 - $75,000 per year
• Work Arrangement: Hybrid (3 days per week in-office)
• Licensing Support: Assistance provided for obtaining a NY P&C Broker’s License if not already held (must be obtained within 6 months)

Responsibilities

• Manage personal lines accounts with a focus on client satisfaction and efficiency.
• Process endorsements online with carriers and navigate carrier websites effectively.
• Quote and process flood insurance policies.
• Complete and submit insurance applications accurately.
• Issue auto ID cards, binders, and prepare property Evidences of Insurance for mortgagees.
• Assist clients with billing inquiries and process payments with carriers.
• Perform quoting in carrier portals and work with wholesalers to prepare affidavits, client applications, and total cost forms.
• Provide responsive and efficient follow-up to client and carrier inquiries.

Qualifications/Requirements

• Experience with EPIC insurance software.
• Familiarity with the following carriers: Travelers, Foremost, Plymouth Rock, Progressive, Natgen Premiere, Utica, Hanover, and/or Erie.
• Knowledge of flood insurance policies and quoting processes.
• Proficiency in processing endorsements and navigating carrier websites.
• Strong organizational skills with the ability to multitask and manage competing priorities.
• Experience working with wholesalers and preparing necessary documentation.
• Must hold a NY P&C Broker’s License or be willing to obtain one within 6 months of hire.
• Excellent communication and customer service skills.

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