Job Description

Personal Lines High Net Worth Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines High Net Worth Account Manager to join a dynamic and collaborative team. In this role, you will manage a portfolio of high-net-worth personal insurance accounts by providing exceptional service to clients and maintaining strong relationships with them. You will act as a trusted advisor, delivering tailored insurance solutions and ensuring that their expectations are exceeded. Ideal candidates will possess strong communication, organizational, and problem-solving skills, paired with a customer-focused mindset.

Responsibilities

• Proactively manage a portfolio of high-net-worth personal insurance accounts, including onboarding, renewals, reviewing policies, and resolving inquiries.
• Build and nurture long-term relationships with clients by delivering excellent customer experiences that align with their unique insurance needs.
• Provide guidance and advice on customized personal lines insurance products such as home, auto, liability, and other coverages suited to high-net-worth clients.
• Identify, evaluate, and communicate potential risk exposures and develop insurance and risk management strategies for clients.
• Collaborate with internal departments and external partners such as underwriters, carriers, and brokers to ensure seamless service delivery.
• Stay informed about the latest insurance industry trends, policy changes, market developments, and emerging risks that could impact clients.
• Maintain accurate records and document all interactions in compliance with company policies and regulatory requirements.
• Ensure all customer service milestones and service level expectations are met within established timelines.

Qualifications/Requirements

• Proven experience as an Account Manager, Client Advisor, or similar role within the personal lines insurance field.
• Experience working with high-net-worth clientele.
• Strong knowledge of personal lines insurance products and coverage types.
• Excellent customer service and relationship management skills with a focus on maintaining confidentiality and trust.
• Exceptional verbal and written communication skills.
• Ability to prioritize tasks, meet deadlines, and manage time effectively in a fast-paced environment.
• Proficiency in insurance management platforms/software and basic office tools such as MS Office Suite.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Compensation: Between $75k-$125k+ (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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