Job Description

Job Title: High Net Worth Personal Lines Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Personal Insurance Account Manager who has experience with high net worth clients to join a dynamic team. In this role, you will build and maintain strong relationships with clients, deliver exceptional customer service, and ensure the seamless management of a diverse portfolio of commercial insurance accounts. You will work closely with producers, underwriters, and other internal teams to provide tailored risk management solutions for clients. If you're an experienced professional with a passion for customer satisfaction and a deep knowledge of the insurance industry, we encourage you to apply.

Responsibilities

• Manage and maintain an assigned portfolio of personal insurance accounts, ensuring client satisfaction and retention.


• Serve as the primary point of contact for clients, responding promptly to inquiries, resolving issues, and providing expert guidance on insurance policies.


• Collaborate with sales producers and underwriters to design and present comprehensive insurance solutions tailored to meet clients' unique business needs.


• Process policy renewals, endorsements, cancellations, and other transactions with accuracy and timeliness.


• Conduct periodic policy reviews with clients to discuss coverage options, identify potential gaps, and assess evolving insurance needs.


• Assist with claims processing by guiding clients through procedures and liaising with insurers for efficient resolution.


• Monitor and document client interactions in the agency management system to ensure transparency and continuity of service.


• Stay current with insurance industry trends, regulations, and market developments to provide informed advice to clients.


• Actively contribute to ongoing process improvements, team collaboration, and department initiatives.

Qualifications/Requirements

• Proven experience as an Account Manager (minimum of 5+ years) in personal insurance handling high net worth clients.


• Active and valid P&C (Property and Casualty) License.


• Strong knowledge of commercial insurance products, coverage types, and industry practices.


• Exceptional customer service skills with a proactive and client-focused approach.


• Strong organizational abilities, including prioritizing tasks, managing deadlines, and keen attention to detail.


• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.


• Proficiency in Epic agency management systems and Microsoft Office Suite is a MUST.


• Team player with a strong work ethic and the ability to thrive in a collaborative environment.


• Experience working with a variety of industries or specialized insurance markets - preferred.

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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