Our client is seeking an experienced Personal Lines Account Manager to manage and service a portfolio of High Net Worth (HNW) clients. This role can be fully remote and requires someone who can independently manage sophisticated personal insurance accounts while delivering a high level of white-glove client service.
Responsibilities:
- Manage and maintain relationships with assigned HNW personal lines clients
- Review client exposures and existing insurance programs to ensure appropriate coverage
- Evaluate carrier options based on coverage, protection, service, and cost effectiveness
- Partner with producers on new accounts, coverage recommendations, and account strategy
- Handle day-to-day servicing, policy changes, renewals, endorsements, and client inquiries
- Proactively educate clients on insurance market changes that could impact their coverage
- Monitor carrier activity to ensure policies and endorsements are issued accurately and on time
- Assist with claims-related issues and ensure carriers are providing timely, appropriate service
- Identify opportunities to strengthen coverage and expand existing client relationships
Requirements:
- High Net Worth (HNW) Personal Lines insurance experience – REQUIRED
- Applied EPIC experience – REQUIRED
- Strong experience managing complex personal lines accounts and client relationships
- Knowledge of HNW coverages, exposures, carrier options, renewals, endorsements, and claims
- Experience working with HNW carriers such as Chubb, PURE, AIG Private Client, Cincinnati, or similar
- Ability to independently manage a book of business in a remote environment
Pay Rate: $28-$30 / hour
