High Net Worth Personal Lines Account Manager

High Net Worth Personal Lines Account Manager

We are seeking a detail-oriented and customer-focused High Net Worth Personal Lines Account Manager to manage and service insurance portfolios for affluent clients. In this role, you will be responsible for building strong relationships, providing tailored risk management solutions, and ensuring exceptional service to meet the unique needs of high-net-worth individuals and families.

Salary: $80-90k

Hybrid or Remote

Key Responsibilities:

• Manage and service personal lines insurance policies, including auto, home, umbrella, and specialty lines.
• Assess client needs, recommend appropriate coverage, and provide customized insurance solutions.
• Conduct policy reviews, handle renewals, and process endorsements or claims efficiently.
• Serve as the primary point of contact for clients, delivering exceptional service and maintaining long-term relationships.
• Collaborate with underwriters and carriers to negotiate competitive terms and coverage.
• Stay updated on market trends and high-value insurance products to advise clients effectively.

Qualifications:

• Proven experience in personal lines insurance, preferably with high-net-worth clients.
• Strong knowledge of insurance products, underwriting, and risk management.
• Excellent communication, organizational, and problem-solving skills.
• Insurance license (P&C) is required.
• Commitment to delivering superior client service and attention to detail.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.