High Net Worth Personal Insurance Account Manager

Job Description

High Net Worth Personal Lines Account Manager (HNW PLAM)

Job Summary

Seeking a highly skilled and experienced High Net Worth Personal Lines Account Manager (HNW PLAM) to join a growing team. This role is ideal for a professional with a strong background in managing high-net-worth accounts, including secondary homes, vacation properties, fine art, wine collections, and other luxury assets. The successful candidate will play a critical role in servicing high-profile accounts and ensuring exceptional client satisfaction.

Compensation Package

• Salary Range: Competitive, starting in the mid $60,000s to $70,000s, with potential for higher compensation depending on experience.
• Benefits: Comprehensive benefits package available.
• 401(k)
  
  

Responsibilities

• Manage and service high-net-worth personal lines accounts, ensuring the highest level of client satisfaction.
• Handle accounts involving secondary homes, vacation properties, fine art, wine collections, and other luxury assets.
• Work with high-net-worth carriers and maintain strong relationships with them.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Collaborate with internal teams to ensure seamless service delivery.
• Participate in the interview and assessment process as part of the company’s core values team.
  
  

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license is required.
• Experience: 4-6 years of experience managing high-net-worth personal lines accounts.
• Technical Skills: Proficiency in EPIC software is preferred.
• Knowledge: Familiarity with high-net-worth carriers and markets is essential.
• Skills: Strong organizational, communication, and client service skills.
• Work Environment: Ability to work onsite for the first 90 days, with the option to transition to a hybrid schedule thereafter.