Job description

Personal Lines Account Manager (High Net Worth) Job Summary Seeking a motivated and experienced Personal Lines Account Manager (High Net Worth) to join a dynamic team. This role involves managing and servicing a portfolio of high-net-worth clients by delivering personalized insurance solutions tailored to their specific needs. The position requires a strong focus on client relationship management, attention to detail, and expertise in personal lines insurance for affluent individuals and families. Responsibilities • Build, nurture, and maintain strong relationships with high-net-worth clients to ensure satisfaction and loyalty. • Proactively manage an assigned book of business, including renewals, mid-term changes, and retention strategies. • Assess clients' personal insurance needs and recommend comprehensive solutions, selecting appropriate products from premier carriers. • Collaborate with underwriters, insurers, and internal teams to resolve policy-related inquiries and provide outstanding service. • Conduct thorough coverage reviews, identify gaps, and recommend tailored risk management strategies. • Provide professional and timely communication to address client questions, claims, and concerns. • Stay informed on industry trends, products, regulations, and best practices within high-net-worth personal lines. • Identify additional coverage needs and support cross-selling initiatives of relevant insurance solutions. • Maintain accurate and organized client records to ensure compliance with company policies and regulatory standards. • Participate in training and development programs to enhance skills and knowledge in high-net-worth personal lines insurance. Qualifications/Requirements • Education: High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or a related field preferred. • Experience: Minimum of 3 years’ experience in personal lines insurance, with a focus on high-net-worth clientele strongly preferred. • Licensing: Active Property and Casualty Insurance License required. • Skills: • Strong interpersonal and communication skills, both written and verbal. • Exceptional organizational and multitasking abilities to manage a dynamic workload. • Client-focused mindset with proven success in building and maintaining long-term relationships. • Analytical skills to evaluate client needs and recommend appropriate insurance solutions. • Proficiency in industry-specific software, including agency management systems, CRM tools, and MS Office Suite. • Preferred Qualifications: • Deep knowledge of high-net-worth insurance products (e.g., fine arts, collectibles, personal liability, excess liability, etc.). • Relevant certifications such as ARM, CIC, CPCU, or equivalent. 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. #LI-JN4

Requirements

Must-haves

Personal Lines Account Manager (High Net Worth)
Build, nurture, and maintain strong relationships with high-net-worth clients to ensure satisfaction and loyalty.
Proactively manage an assigned book of business, including renewals, mid-term changes, and retention strategies.
Assess clients' personal insurance needs and recommend comprehensive solutions, selecting appropriate products from premier carriers.
Collaborate with underwriters, insurers, and internal teams to resolve policy-related inquiries and provide outstanding service.
Conduct thorough coverage reviews, identify gaps, and recommend tailored risk management strategies.
Provide professional and timely communication to address client questions, claims, and concerns.
Stay informed on industry trends, products, regulations, and best practices within high-net-worth personal lines.
Identify additional coverage needs and support cross-selling initiatives of relevant insurance solutions.
Maintain accurate and organized client records to ensure compliance with company policies and regulatory standards.
Participate in training and development programs to enhance skills and knowledge in high-net-worth personal lines insurance.
Qualifications/Requirements
Licensing: Active Property and Casualty Insurance License required.
Strong interpersonal and communication skills, both written and verbal.
Exceptional organizational and multitasking abilities to manage a dynamic workload.
Client-focused mindset with proven success in building and maintaining long-term relationships.
Analytical skills to evaluate client needs and recommend appropriate insurance solutions.
Proficiency in industry-specific software, including agency management systems, CRM tools, and MS Office Suite.

Nice-to-haves

Education: High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
Experience: Minimum of 3 years’ experience in personal lines insurance, with a focus on high-net-worth clientele strongly preferred.
Deep knowledge of high-net-worth insurance products (e.g., fine arts, collectibles, personal liability, excess liability, etc.).
Relevant certifications such as ARM, CIC, CPCU, or equivalent.
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.

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