New Job Opening: Personal Lines Account Manager in Poughkeepsie, NY

Job Description

Personal Lines Account Manager

Position Overview

A growing independent insurance agency 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