Personal Lines Account Manager

Job Description

Personal Lines Account Manager (High-Net-Worth)

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role focuses on managing and servicing a book of business consisting of high-net-worth personal lines accounts. The ideal candidate will have a strong background in high-net-worth insurance, excellent client relationship skills, and the ability to work collaboratively in a team-oriented environment. This is a hybrid position, offering a balance of in-office and remote work flexibility.

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.
• Collaborate with insurance carriers to negotiate terms, pricing, and coverage options.
• Utilize Applied Epic software for policy management, documentation, and client correspondence.
• Work closely with team members to ensure seamless service delivery and support departmental growth.
  
  

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Prior experience managing high-net-worth personal lines accounts is essential.
• Software Proficiency: Familiarity with Applied Epic software is preferred.
• Soft Skills: Strong team player, proactive, detail-oriented, and adaptable.
• Education: Open to candidates with varying levels of formal education as long as they meet the experience requirements.
  
  

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.

#INDTJG-PT