Personal Lines Account Manager

About Us

Since 1979, The Clausen Agency has been the place Long Island families trust with protecting their dreams. We’re a personal line–only brokerage, which means we don’t split our focus. Homes, autos, valuables, and umbrella coverage are what we do, and we do them well.

That focus has paid off. Today we manage more than $56 million in premium across 19,000 policies, and we’re still growing. Our growth has also pushed us to rethink how we serve clients.

We’re restructuring our service team to give our people clearer ownership, better support, and room to do their best work.

That’s where you come in. We’re building a team of experienced Account Managers to help lead the charge. This isn’t a seat in a system that’s already set in stone.

You’ll help shape how we take care of our most important clients for years to come.

Our team has an employee engagement score of 94%, and that’s no accident. We’re straightforward with each other, we do what we say we’ll do, and when a problem comes up, we figure it out together instead of passing it along. We find ways to have fun along the way, and we’re always looking to get a little better than we were yesterday.

We’re big enough to offer real stability and top carrier relationships, and small enough that your voice gets heard. If that sounds like the kind of place you’ve been looking for, we’d love to talk.

The Role

We’re hiring several Account Managers to take ownership of our most valued personal lines relationships. Each Account Manager will own a book of about 350 households from our most important clients. These clients have complex needs and high expectations, and they’ve trusted us for years.

You’ll be their trusted advisor, the person they call first and the one whose advice they rely on.

This isn’t a call-center seat, and it isn’t a sales job. You won’t be responsible for new business or chasing quotes. Your focus is keeping the clients we have well protected and well cared for.

You’ll manage the full-service cycle, own the renewal process from start to finish, and build long-term relationships. Our service assistants handle the non-licensed tasks, so your time goes to work that needs your expertise. You’ll also work alongside fellow Account Managers who handle similar books, so you’ll have peers to share ideas with and back each other up.

What You’ll Do

• Serve as the trusted advisor and single point of contact for your book of about 350 high net worth households, from quick questions to complex coverage reviews.
• Own the renewal process from start to finish: review coverage ahead of time, remarket when it makes sense, and walk clients through any changes.
• Handle policy changes, endorsements, and coverage questions across home, auto, umbrella, valuables, flood, and other personal lines.
• Spot coverage gaps on existing accounts and make sure clients are properly protected.
• Work with high-net-worth carriers to get clients the right coverage at the right price.
• Delegate and coordinate non-licensed work with our service assistants.
• Keep accurate, thorough records in Applied Epic.

Requirements

• 3+ years of experience servicing personal lines clients at an agency.
• An active New York Personal Lines license. A P&C license is also welcome.
• Deep knowledge of personal lines policies and carriers. You know the coverage forms, the endorsements, and how carriers differ, because this role depends on it.
• Experience with and knowledge of high-net-worth carriers, such as Chubb, PURE, AIG Private Client, Cincinnati, or similar.
• The ability to explain complex coverage clearly and confidently to discerning clients.
• Strong organization skills, so renewals never sneak up on you.
• A reasonable commute to our Rocky Point office.

Nice to Have

• Experience with Applied Epic.
• A college degree.

Bonus

• This position has potential to earn up to $800 per month in bonus based on performance.

Pay: $75,000.00 - $77,500.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Language:

• English (Required)

License/Certification:

• Property & Casualty License (Required)

Ability to Commute:

• Rocky Point, NY 11778 (Required)

Work Location: In person