Personal Lines Account Manager
- USD 65,000 to 75,000 per year
- Remote, United States
- Lead
- Posted 5 days ago
or apply from Claude / ChatGPT / Muse
Account manager for personal insurance clients, handling applications, renewals and policy questions in a hybrid agency role.
About the role
Client book work spans information gathering through renewal marketing and policy administration. The agency wants someone organised who can keep records accurate and work alongside carriers and client representatives.
At a glance
- Pay
- USD 65,000 to 75,000 per year
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- Microsoft Office, AMS, Personal insurance, Policy administration, Customer service
- Posted
- 30 Oct 2026
- Last checked
- 2 Nov 2026
What you will do
- Handle all parts of a client's personal insurance needs, from intake to policy admin
- Explain coverage options, suggest enhancements and answer general questions
- Build relationships with clients, their representatives and insurer staff
- Keep electronic account records and files current through rewrites, endorsements and renewals
What they look for
- New York State Personal Lines licence
- At least three years in personal insurance, with five or more years of industry customer service
- Experience with middle market and high net worth carriers
- Proficiency in Microsoft Office and AMS, plus strong time management
Benefits
- Medical, dental, vision and FSA/HSA plans, plus company-paid life and disability cover
- 401(k) with company match and voluntary benefits such as critical illness and pet cover
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job oibs7pl3chQuestions about this job
Is this a remote job, and where can I work from?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
The posting states USD 65,000 to 75,000 per year.
What experience is needed?
It is a lead role. The posting asks for: new York State Personal Lines licence; at least three years in personal insurance, with five or more years of industry customer service; experience with middle market and high net worth carriers. Skills it names include Microsoft Office, AMS, Personal insurance, Policy administration.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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