Job Description

High Net Worth Personal Lines Assistant Account Manager

Job Summary

Seeking a dedicated and experienced High Net Worth Personal Lines Assistant Account Manager to join a growing team. This is an exciting opportunity to work in a dynamic and supportive environment where exceptional customer service and professionalism are paramount. The ideal candidate will have a strong background in HNW account management, a passion for client satisfaction, and the ability to work collaboratively with a high-performing team.

Compensation Package

• Salary Range: $70,000 - $80,000 (with significant growth potential)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage renewals and policy changes for HNW clients with a focus on exceptional customer service.
• Assist on a book of business with accounts ranging from $20,000 to $50,000+ in premium volume.
• Collaborate with underwriters, producers, and claims teams to ensure seamless client support.
• Resolve complex issues between clients and carriers with professionalism and efficiency.
• Maintain strong relationships with HNW carriers such as Chubb, AIG, and BerkleyOne.
• Utilize Applied Epic software to manage accounts and ensure accuracy in all documentation.
• Attend client meetings as needed to provide personalized service and build trust.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 2-3 years in HNW account management.
• Technical Skills: Proficiency in Applied Epic software.
• Industry Knowledge: Familiarity with HNW carriers such as Chubb, AIG, and BerkleyOne.
• Customer Service: Strong commitment to providing "white glove" service to clients.
• Communication: Excellent verbal and written communication skills.
• Teamwork: Ability to work collaboratively with a team while managing individual responsibilities.

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