Manage personal lines insurance accounts by issuing policies and documentation, preparing renewal submissions and proposals, binding coverage, servicing and quoting policies, and maintaining long-term client relationships. Collaborate with agency principals, producers, team members, multiple carriers, and wholesalers. The role requires Property and Casualty licensing, personal and commercial lines experience, strong organization, attention to detail, and proficiency with Microsoft Office.
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Role Expectations and Description:
The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Key Responsibilities
- Work with Agency Principal, Producers, and Team Members
- Order policies and issue documentation, certificates, and binders as needed
- Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
- Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
- Bind coverage for new clients
Skills, Knowledge and Expertise
- P&C License required
- Experience working for an independent insurance agency
- Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
- Minimum of 2 years of experience as a Personal Lines Account Manager
- Must also have experience with Commercial Lines
Desired Skills:
- Experience with Microsoft Office and proficiency in Word and Excel
- Excellent organizational skills with attention to detail
Benefits
- Competitive Pay
- Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Similar Jobs
Fintech • Software • Financial Services
Manages complex high-net-worth personal lines insurance accounts as the primary client contact. Oversees service delivery, renewals, new business, coverage negotiations, documentation, and client retention. Partners with producers and account executives on strategy and placement, advises clients on risks and coverage gaps, and mentors account management staff. Requires strong insurance expertise, leadership without direct authority, organization, communication, and an active state Property and Casualty license.
Top Skills:
Agency Management PlatformsMS Office
Insurance • Professional Services • Sales • Financial Services
Manage personal lines insurance accounts: process policies, issue certificates/binders, prepare renewal submissions, market to carriers/wholesalers, bind new coverage, and maintain strong client relationships to maximize retention.
Top Skills:
ExcelMS OfficeWord
Security • Software • Cybersecurity • Automation
Lead and grow strategic partnerships with global systems integrators and audit firms to embed Drata, drive partner-sourced revenue, onboard and enable partners, measure program effectiveness, and collaborate cross-functionally with sales, BD, and executive teams.
Top Skills:
DrataGrc
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
