Personal Lines Insurance Account Manager

Job not on LinkedIn

November 5

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $55k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Benefit Quest, Inc.

WebsiteLinkedInAll Job Openings

Finance • B2B • B2C

Benefit Quest, Inc. is an independent insurance and financial services firm based in New York City that provides personal insurance (auto, homeowners, health), commercial insurance, and employee benefits solutions. The company also offers retirement and financial planning services, acting as a trusted advisor to individuals, families, small businesses, and larger employers. Benefit Quest emphasizes objective, unbiased advice, claims assistance, and long-term client relationships, and it provides consultations and resources (guides, calculators, videos) to help clients make informed decisions.

11 - 50 employees

Founded 1988

💸 Finance

🤝 B2B

👥 B2C

📋 Description

• Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction • Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes • Handle new business and renewal quoting using carrier websites, PL rater, and AMS360 • Maintain accurate policy and client records in AMS360 • Run and maintain renewal reports for personal lines • Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts • Stay current on industry trends, carrier guidelines, and regulatory changes

🎯 Requirements

• Current Property & Casualty License • 3 - 5+ years New York and New Jersey Property & Casualty Account Management experience • Excellent verbal and written communication skills to build rapport and trust with clients • Detail-oriented with strong organizational and time management skills • Ability to work independently and as part of a team in a remote work environment • Strong computer and technology skills • Proficiency in Microsoft Office Suite • Experience with AMS360

🏖️ Benefits

• 401(k) matching • Competitive salary • Dental insurance • Health insurance • Paid time off • Training & development • Vision insurance • Opportunity for advancement