Personal Lines Account Manager (High Net Worth)

Job Description

Job Title: Personal Lines Account Manager (High-Net-Worth)

Job Summary

We are seeking a skilled and experienced Personal Lines Account Manager to join our growing team. This role is responsible for managing high-net-worth personal lines accounts, ensuring superior client service, and handling new and renewal business. The ideal candidate will have experience working with high-net-worth clients and a strong understanding of personal lines insurance policies.

Key Responsibilities

• Manage and service a book of business consisting of high-net-worth personal lines accounts.
• Quote, renew, and maintain personal insurance policies, ensuring accuracy and compliance.
• Build and maintain strong client relationships through effective communication and proactive account management.
• Provide consultative risk management advice and coverage recommendations to clients.
• Work closely with carriers to negotiate terms, pricing, and coverage options.
• Utilize Applied Epic software for policy management, documentation, and client correspondence.
• Collaborate with team members to ensure seamless service delivery and support departmental growth.
• Stay updated on industry trends, market conditions, and regulatory changes.
  
  

Qualifications

• Required License: Property & Casualty (P&C) license.
• Experience: Prior experience handling high-net-worth personal lines accounts.
• Preferred Experience: Open to candidates with varying years of experience, as long as they have worked with high-net-worth accounts.
• Proficiency in Applied Epic or similar agency management software.
  
  

Compensation Package

• Compensation: Between $65k-$85k (based on experience).
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Hybrid work schedule available.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.