A respected and growing independent insurance agency is seeking a Personal Lines Account Executive to join their collaborative, client-focused team in Buffalo, NY. This role is an exciting opportunity for a licensed insurance professional who enjoys building relationships and delivering exceptional service to personal lines clients. You’ll manage a portfolio of clients—primarily home, auto, umbrella, and recreational coverages—ensuring their needs are met, policies are up to date, and additional coverage opportunities are explored.

They are looking for a friendly, team-oriented communicator who thrives in a client-facing, fast-paced environment and takes pride in delivering thoughtful, responsive service. A sense of humor and a respectful, kind demeanor will fit right in with their lively and supportive office culture.

Salary Range: $50,000 – $60,000 / year DOE

Personal Lines Account Executive Responsibilities:

• Manage and service a portfolio of personal lines clients, averaging 2–3 policies each
• Handle policy changes, endorsements, and updates across AMS360 and carrier systems
• Provide responsive customer service for inquiries, billing, coverage, and claim support
• Round out mono-line accounts by identifying and offering appropriate additional coverages
• Work with Producers to manage existing client policies and ensure up-to-date information
• Conduct in-person meetings with clients who visit the office
• Collaborate with management to improve service processes and identify growth opportunities
• Maintain accurate documentation and task tracking in AMS360
• Participate in professional development through industry readings, training, and events
• Assist insureds with claims filing and follow-up, ensuring a smooth customer experience

Personal Lines Account Executive Requirements:

• Minimum 2 years of insurance agency experience in personal lines servicing
• Active Property & Casualty (P&C) License in New York State (BR license)
• Experience working directly with clients in a customer service or account management capacity
• Strong organizational skills and attention to detail
• Tech-savvy with the ability to learn AMS360 and other insurance platforms
• Positive, team-oriented mindset and strong communication skills
• Familiarity with AMS360 or similar agency management systems is a plus
• Experience offering cross-sell opportunities is preferred
• Knowledge of incentive-driven service environments

Benefits:

• Hybrid schedule after training
• 401(k) with Safe Harbor 3% company contribution
• Comprehensive medical benefits
• Voluntary dental and vision plans
• Long-term care insurance
• Flexible PTO
• 9 paid holidays
• Discretionary annual bonus
• Supportive leadership and fun office culture

Apply now!

#LI-KJ1