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Personal Lines Account Manager

We are currently seeking a dynamic Personal Lines Account Manager to join our team and drive growth through current business relationship management and acting on inbound leads.

Position Summary:

The Personal Lines Account Manager is responsible for expanding relationships with existing accounts, as well as acting on inbound leads given. This role requires a highly-organized, customer-centric individual with the ability to understand complex business risks, and a consultative sales approach.

Key Responsibilities:

  • Manage an existing book of business, and grow said book through additional offerings and renewal
  • Conduct risk assessments, identify client exposures, and recommend appropriate insurance products
  • Present proposals, negotiate coverage and pricing with carriers, and close new business
  • Maintain and deepen relationships with existing clients through regular check-ins and service coordination
  • Partner with Producers to ensure smooth onboarding, renewals, and policy servicing
  • Meet and exceed established sales targets and activity goals
  • Maintain up-to-date knowledge of industry trends, markets, and carrier appetites
  • Represent the agency at networking events, conferences, and community functions

Core Competencies:

  • Industry Knowledge: Solid understanding of personal insurance products 
  • Communication: Excellent verbal and written communication skills; ability to explain complex coverage clearly
  • Customer Focus: Commitment to delivering a high level of client satisfaction and building long-term relationships
  • Business Acumen: Understands personal lines offerings, coverages, and options
  • Negotiation: Skilled at carrier and client negotiations with a win-win mindset
  • Self-Motivation: Takes initiative, operates independently, and demonstrates strong time management
  • Tech Savvy: Comfortable with agency management systems, CRM tools, and quoting platforms

Qualifications:

  • 2+ years of personal insurance account management or related experience (independent agency preferred)
  • Valid NJ Property & Casualty license 
  • Proven track record of production
  • Familiarity with multiple personal lines carriers and underwriting processes
  • Strong local network and/or niche market experience is a plus

Compensation & Benefits:

  • Competitive base salary + commission structure
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Licensing and continuing education reimbursement
  • Flexible work environment and supportive team culture