Experience:

Mid Level Salary:

$60,000

• $70,000 per year Job Details
• Personal Lines Account Manager
• High-Net-Worth We are seeking an experienced Personal Lines Account Manager with a strong background in High-Net-Worth insurance.

This role is ideal for someone who enjoys building long-term client relationships and providing a high-touch, concierge level of service while managing a sophisticated book of business.

Key Responsibilities & Qualifications:

Manage and service a high-net-worth personal lines book of business with a strong focus on client retention and satisfaction. Build and maintain trusted, long-term relationships with clients through responsive, personalized service. Work with leading high-net-worth carriers, including PURE, Chubb, Cincinnati, AIG Private Client, Berkley One, and similar markets. Provide guidance on personal property and casualty coverages, policy servicing, renewals, and coverage needs. Handle endorsements, renewals, remarketing opportunities, and coverage reviews accurately and efficiently. Review policies and identify potential coverage gaps or opportunities to better protect clients. Manage a high-volume workload while maintaining strong attention to detail, organization, and follow-through. Collaborate closely with producers, carriers, underwriters, and internal team members to ensure a seamless client experience. Utilize insurance carrier platforms and agency management systems; AMS360 experience preferred. Demonstrate strong written and verbal communication skills and the ability to handle sensitive client matters with professionalism and discretion.

Qualifications:

Several years of Personal Lines Account Management experience, preferably within the high-net-worth market. Strong knowledge of personal property and casualty coverages, underwriting guidelines, and policy administration. Proven problem-solving and critical-thinking skills. Excellent organizational skills with the ability to prioritize and manage multiple accounts and deadlines. Active Property & Casualty license required.

Compensation:

$60,000

• 70,000, depending on experience.

A bit about us:

• We are an established, independent insurance agency focused on providing personalized insurance solutions and exceptional service to our clients.

Our team works with a wide range of leading insurance carriers and specializes in helping clients protect what matters most, including complex and High-Net-Worth personal insurance needs. We take pride in building long-term client relationships, providing thoughtful coverage guidance, and creating a collaborative environment where our team members are valued and have the opportunity to grow. Why join us?

• We offer the opportunity to work in a professional, client-focused environment where relationships and personalized service are valued.

The agency works with a broad range of insurance carriers and specializes in developing customized coverage solutions, including High-Net-Worth personal insurance. Employees have the opportunity to work with sophisticated accounts, build strong client relationships, and grow their insurance expertise while being part of a collaborative team. For an experienced Personal Lines professional, it's an opportunity to take on meaningful client relationships without losing the personal feel of an independent agency. #sales #license #renewals #servicing #tier2