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Personal Lines Account Manager

Job in Town of Niskayuna, New York, USA
Listing for: The Jonus Group
Full Time position
Listed on 2025-11-27
Job specializations:
  • Business
    Business Development, Business Management, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: Town of Niskayuna

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Job Summary

Seeking an experienced and dedicated



Job Description

Personal Account Manager



Job Summary

Seeking an experienced and dedicated Personal Account Manager to join a professional and family-oriented team. This role involves managing a mix of high-net-worth (HNW) and standard accounts (approximately 75/25 split) within a generalist market. The ideal candidate will have a strong background in account management, familiarity with carriers, and a commitment to providing exceptional service. This is an onsite position with working hours from 8:00 AM to 4:30 PM, Monday through Friday.

Compensation Package

  • Competitive salary: $70,000 - $80,000+ (commensurate with experience; potential to go higher based on qualifications)
  • Performance-based bonuses, including revenue and Christmas bonuses
  • 100% employer-paid health insurance
  • Generous paid time off:
    • 5 days sick leave
    • 5 days personal leave
    • 2-4 weeks of vacation
  • 401(k) with employer match
  • All professional designations and licenses fully covered
Responsibilities

  • Manage a portfolio of high-net-worth and standard accounts, ensuring excellent service and client satisfaction
  • Build and maintain strong relationships with clients and carriers
  • Handle new business referrals and provide tailored solutions to meet client needs
  • Collaborate with a professional and dedicated team to achieve company goals
  • Maintain a high level of professionalism and dedication to client service
Qualifications/Requirements

  • Proven experience in account management, preferably with exposure to high-net-worth clients
  • Familiarity with insurance carriers and industry practices
  • Experience with AMS (preferred, but open to providing training)
  • Strong interpersonal and communication skills
  • Ability to work effectively in a small business environment with a professional and family-oriented culture
  • Commitment to continuous learning and professional development
Seniority level
  • Seniority level

    Mid-Senior level
Employment type
  • Employment type

    Full-time
Job function
  • Job function

    Sales, Business Development, and Finance
  • Industries Banking, Financial Services, and Insurance

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