Personal Lines Client Manager


We have an exciting opportunity for a property & casualty Personal Lines Client Manager in our Kingston, NY location.

Essential Functions & Responsibilities:

  • Provide prompt, accurate and courteous service to major account clients, producers and company personnel
  • Answer telephone and in-person inquiries from new and existing customers
  • Explain coverage to insured’s’ giving clear and accurate information
  • Responsible for New Business, Cross- Selling book of business
  • Rating of customers using PL Rater and carrier websites
  • Document all written and phone conversation
  • Billing and policy inquires on carrier websites
  • Issuing ID cards
  • Quoting and issuing new business

Candidate Characteristics

  • Understands the implications of situations and exercises sound judgment in making decisions.
  • Identifies problems and develops resourceful solutions.
  • In-depth insurance product knowledge
  • Translates features and benefits of our products to customers with confidence
  • Interpersonal skills with a strong sense of urgency
  • Strong advisory skills to cross-sell, up-sell and write new business

Candidate will have:

  • 3 years personal lines, property and casualty experience required
  • State appropriate Property and Casualty license
  • Demonstrated competency is the use of Microsoft Office Suite
  • Strong oral and written communication skills
  • Experience with Applied System EPIC Platform preferred

R&K offers competitive compensation, exceptional benefits, continuing education & training, and tremendous potential with one of the nation’s fastest growing and highly profitable insurance brokerage firms.

Please send your resume, with cover letter and salary requirements to:  Rose & Kiernan, Inc., Attention: Hiring Manager, 99 Troy Road, East Greenbush, NY 12061 or preferably by email to