New Job Opening: Personal Lines Account Manager in Dallas, TX

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. 

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