Job Description
Personal Lines Account Manager | Private Client
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a Private Client team. This role focuses on providing exceptional service to high-net-worth clients, managing personal lines accounts, and ensuring client satisfaction. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a client-focused mindset.
Compensation Package
- Salary Range: $70,000 - $100,000 annually (up to $110,000 for highly qualified candidates).
- Bonus Opportunity: Annual bonus based on company performance (50%) and individual performance (50%).
- Benefits: Comprehensive medical, dental, and vision coverage
Responsibilities
- Manage a portfolio of high-net-worth/private client personal lines accounts.
- Handle new business and renewal processes, ensuring timely and accurate completion.
- Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong relationships.
- Collaborate with producers and other team members to support client needs and achieve business objectives.
- Stay updated on industry trends, products, and regulations to provide informed recommendations to clients.
- Utilize agency management software to maintain accurate client records and documentation.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license required.
- Experience: Mid-level experience in personal lines insurance, with a focus on high-net-worth/private clients preferred.
- Strong knowledge of personal lines insurance products and coverages.
- Excellent communication, organizational, and problem-solving skills.
- Proficiency in insurance software and tools (specific software experience is a plus).
- Ability to work independently and collaboratively in a fast-paced environment.
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