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High Net Worth Personal Lines Account Manager

Genesis Resources
Miami, FL Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 3/31/2025

Private Client Personal Lines Account Manager - Miami, FL (Hybrid)

Our client is a growing retail broker looking to add a Private Client Personal Lines Account Manager to their team due to the growth in the Southeast Market.

Role Overview :

Manage high-net-worth personal lines accounts, including educating clients, marketing coverage options, and assisting with policy changes. Collaborate with producers to secure new business, round out accounts, and identify cross-sell opportunities.

Key Responsibilities :

  • Handle end-to-end client servicing, including consulting, quoting, binding, and ongoing support.
  • Educate clients on coverage needs and policy options.
  • Cross-sell additional services and develop client service plans.
  • Document claims and communication changes with carriers.

Qualifications :

  • License : 2-20 required.
  • Experience : 5 years in personal lines account management, with knowledge of high-net-worth underwriting.
  • Familiarity with Florida clientele preferred.
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