We are seeking an experienced and service-driven Personal Lines Account Manager with expertise in High-Net-Worth insurance programs and carriers (e.g., PURE, Chubb, Cincinnati, AIG Private Client, Berkley One) to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong, long-term relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.
Key Responsibilities
Provide exceptional, high-touch, concierge-level customer service by assisting clients with policy questions, coverage explanations, and service requests
Review and process daily account activity, including policy changes, claims notices, auto ID cards, MVR orders, and certificates
Handle endorsements, renewals, remarketing opportunities, and comprehensive coverage reviews
Review policies for accuracy and prepare them for producer delivery or direct distribution to clients
Prepare renewal summaries, mail renewal letters, and update renewal data in the agency management system
Quote personal lines coverage with multiple insurance carriers, leveraging expertise in personal property & casualty coverages and underwriting guidelines
Process evidence of insurance (EOIs) and related policy documentation
Maintain accurate and up-to-date client records in the agency management system while managing a high-volume book of business
Collaborate effectively with carriers, producers, and internal team members to ensure total client satisfaction
Complete additional assigned duties in a timely and efficient manner
Performance Expectations
Complete all assigned tasks accurately and on schedule, maintaining precision while managing high volume
Communicate clearly, professionally, and persuasively with clients, carriers, and internal team members to build trust
Provide timely and accurate information to support producers and clients
Process policy changes promptly and document all activity
Ensure consistency and accuracy of client data within the agency management system
Qualifications & Experience
Minimum of 5 years of experience in a personal lines insurance agency role, with specialized expertise in High-Net-Worth clients and carriers
Active Property & Casualty insurance license required
Prior experience with an independent insurance agency
Proficiency with insurance carrier platforms and AMS360 agency management software preferred
Strong organizational and administrative skills with exceptional attention to detail, problem-solving, and critical-thinking abilities
Self-motivated, adaptable, and committed to continuous learning
Knowledge, Skills & Abilities
High school diploma required; some college coursework or insurance designations (CIC, CPCU, ARM, CISR) a plus
Excellent verbal and written communication skills
Deep understanding of personal property & casualty coverages, underwriting guidelines, policy servicing, and renewal management
Ability to manage multiple priorities, handle a high-volume workload, and consistently meet deadlines
If interested in a confidential conversation, please reach out to me via email, text or call at Danielle.lesefske@gogpac.com, or 716-426-1443.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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