Manage clients’ personal insurance accounts, including gathering information, preparing applications, renewal marketing, policy administration, endorsements, cancellations, and renewals. Explain coverage options, recommend enhancements, resolve inquiries, maintain accurate electronic records, and build relationships with clients and carriers. The role requires a New York Personal Lines license, substantial personal insurance experience, familiarity with middle-market and high-net-worth carriers, strong customer service, organization, communication, and Microsoft Office and AMS proficiency.
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to one of our agencies located in either Auburn NY, Harrison NY, Staten Island NY, or Williston Park NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position.
Responsibilities:
- Manage all aspects of client’s personal insurance needs, from information gathering, preparing applications and renewal marketing to policy administration.
- Explain coverages and types of policies, suggest specific coverage enhancements, and resolve general customer inquiries.
- Develop and maintain strong professional relationships with clients, their representatives and insurance company personnel.
- Accurately and efficiently maintain electronic client account records and electronic file documentation while processing rewrites, endorsements, cancellations and renewals.
- Participate as a Team member in a fast-paced, growing sales environment open to continuous improvement.
Qualifications:
- NY State Personal Lines license
- Minimum of 3 years personal insurance experience
- Exceptional aptitude for customer service with a minimum of five years of Personal Insurance industry experience required, including
- Experience with personal middle market carriers such as Travelers, Hanover, Utica, Plymouth Rock, and high net worth carriers such as Chubb, PURE, Berkley One & Cincinnati.
- Ability to thrive in a fast-paced environment.
- Upbeat attitude and strong written, verbal, and organizational skills.
- Excellent time management and problem-solving skills with strong attention to detail and ability to prioritize.
- Proficiency with Microsoft Office and AMS.
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
Compensation:
- $65,000-$75,000/yr.
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
#LI-DNP
Similar Jobs
Insurance
Manage personal lines insurance accounts while building client relationships and delivering exceptional service. The role requires maintaining accurate records, handling data entry, communicating effectively, and collaborating with team members. Candidates must hold an active Property and Casualty license, demonstrate strong organization and attention to detail, and have prior insurance industry exposure. Experience with AMS 360 or a similar agency management system is preferred. The position offers remote flexibility for candidates within reasonable travel distance of Vermont or New Hampshire locations.
Top Skills:
Ams 360
Fintech • Software • Financial Services
Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. The role builds client relationships, resolves issues with internal teams, promotes digital tools, and supports client satisfaction and account growth. An active P&C license, account management experience, strong organizational and communication skills, and proficiency with Applied Epic or a similar agency management system are required or preferred.
Top Skills:
Applied Epic
Insurance
Manages personal lines insurance accounts by analyzing client needs, designing coverage programs, preparing submissions and proposals, binding coverage, processing policy changes, assisting with claims, and managing renewals. Maintains client relationships, supports retention, handles accounting inquiries and collections, ensures accurate agency system data, and coordinates with producers, carriers, clients, and prospects. Requires insurance industry experience, a valid license, strong communication and organization skills, and knowledge of personal lines insurance.
Top Skills:
MS Office
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
