Account Manager- Personal Lines

Job Location:

Latham Office - Latham, NY 12110

This role may be based in our Poughkeepsie, Latham, or Middletown Office.

• Manage your own book of business—acting as the go-to contact, ensuring smooth operations, and delivering outstanding service.
• Partner with Account Executives and Producers to design benefits strategies, prepare renewals, and grow client relationships.
• Lead client meetings including open enrollments, benefit presentations, and planning sessions—both in person and online.
• Build strong carrier relationships to secure the best solutions for each client.
• Create and maintain client materials like benefits guides, presentations, and communication pieces using Microsoft Office and HRIS tools.
• Stay ahead of industry changes by keeping up-to-date on regulations, compliance requirements, and best practices.
• Mentor Assistant Account Managers, providing guidance to help them succeed.

• A four-year college degree in business or related field.
• Proficiency in AI tools and Microsoft Office programs.
• Must have own transportation or access to reliable transportation and maintain a valid driver’s license throughout employment.
• This position requires a NYS P+C brokers license.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The salary range for this position is $60,000 to $100,000, negotiable and based on commission.

Comprehensive package including medical, dental, vision, 401(k) with match, generous paid time off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

• Long-term rewards:
  The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
• Collaborative & engaged culture:
  Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
• No out-of-pocket costs:
  Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.