New Job Opening: Personal Lines Manager in New York, NY

• Lead, coach, and develop the Personal Lines team through training, feedback, and ongoing support.


• Oversee daily client service, including policy changes, renewals, cancellations, certificates, binders, and related requests.


• Support quoting and rating across personal lines products.


• Establish and monitor department goals for client satisfaction, retention, growth, and efficiency.


• Address complex service matters and escalated client concerns.


• Strengthen relationships with carriers, underwriters, and business partners.


• Review department workflows and implement improvements to service quality and consistency.


• Ensure team practices follow agency standards, carrier requirements, and applicable regulations.


• Track department performance and share updates and recommendations with agency leadership.


• Participate in hiring, onboarding, and staff development.


• Keep current on personal lines products, market conditions, and industry developments.

• 10+ years of personal lines insurance service experience at an independent agency.


• Active New York Property & Casualty license.


• Experience leading or mentoring a team.


• Strong knowledge of personal lines products, markets, and agency operations.


• Excellent communication, organization, and client relationship skills.


• Sound judgment and the ability to resolve problems and manage competing priorities.


• A track record of supporting service, retention, and growth goals.


• Commitment to confidentiality, ethical standards, and regulatory compliance.


• Proficiency with Microsoft Office, Adobe Acrobat, and social media platforms.


• Applied Systems/Epic experience is a plus.

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