Personal Lines Account Manager

Job Description

Personal Lines Account Executive/Account Manager & Processor

Job Summary

Seeking a dedicated and experienced High Net Worth (HNW) Personal Lines Account Executive (AE) or Account Manager (AM) and Processor to join a growing team. This role involves managing and servicing a portfolio of HNW personal lines accounts, ensuring exceptional client service, and contributing to the overall success of a agency. The ideal candidate will have a strong background in personal lines insurance, with a focus on HNW clients, and a commitment to delivering outstanding results.

Compensation Package

• Account Executive (AE): $55,000 - $80,000 annually, plus discretionary bonus
• Account Manager (AM): $55,000 - $65,000 annually, plus discretionary bonus
• Benefits: Comprehensive package including health, dental, and vision insurance
• Work Arrangement: Onsite with potential for hybrid flexibility
  
  

Responsibilities

Account Executive (AE):

• Serve as the primary point of contact for clients, answering calls and addressing inquiries.
• Manage the full lifecycle of client accounts, including new policy production and comprehensive servicing.
• Build and maintain strong client relationships, ensuring satisfaction and retention.
• Collaborate with internal teams to deliver tailored insurance solutions for HNW clients.
  
  

Account Manager (AM)

• Handle general client inquiries and provide administrative support.
• Process mail, documents, and renewal shopping.
• Quote new and renewal business (approximately 50% of responsibilities).
• Assist in maintaining the integrity and accuracy of client records.
  
  

Processor

• Support administrative tasks related to HNW personal lines accounts.
• Ensure timely and accurate processing of documents and policies.
  
  

Qualifications/Requirements

• Licenses/Designations: 2-20 license preferred; open to 4-40/20-44 licenses.
• Experience: 2-5 years in personal lines insurance, with a preference for candidates with Chubb experience.
• Software Proficiency: Experience with Epic software is highly desirable.
• Education: Relevant educational background or equivalent professional experience.
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work collaboratively in a team-oriented environment; customer-focused mindset; attention to detail; and adaptability to a dynamic work environment.