What are the responsibilities and job description for the Personal Lines Account Manager position at The Jonus Group?
Job Description
Personal Lines Account Manager
Location: Hopewell Junction, NY (Hybrid – 3 days in office / 2 days remote)
Agency Size: Small to Mid-Sized Independent Agency
Systems: AMS 360
Position Overview
Our client, a growing independent insurance agency in Hopewell Junction, NY, 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
Personal Lines Account Manager
Location: Hopewell Junction, NY (Hybrid – 3 days in office / 2 days remote)
Agency Size: Small to Mid-Sized Independent Agency
Systems: AMS 360
Position Overview
Our client, a growing independent insurance agency in Hopewell Junction, NY, 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
- 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)
- 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