Job Description

Personal Lines Account Manager (HNW)

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager specializing in High Net Worth (HNW) accounts. This role involves managing a diverse portfolio of personal lines insurance, including home, auto, and boats, with account sizes up to $2M and a book of business valued at $3M. The ideal candidate will have a proven track record in the insurance industry, exceptional organizational skills, and a client-focused approach.

Compensation Package

• Salary: $100,000 annually
• Benefits: Comprehensive benefits package available (details provided during the interview process)
• Work Arrangement: Remote or hybrid options available

Responsibilities

• Manage and service a portfolio of High Net Worth personal lines accounts, including home, auto, and boats.
• Quote and process new and renewal business.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with tailored solutions.
• Utilize Zywave software to manage accounts efficiently and accurately.
• Collaborate with internal teams to ensure seamless service delivery.
• Stay updated on industry trends and regulatory changes to provide informed advice to clients.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in personal lines insurance, with a focus on High Net Worth clients.
• Technical Skills: Proficiency in Zywave software is preferred.
• Soft Skills:
  • Highly organized with strong attention to detail.
  • Excellent communication and interpersonal skills.
  • Proven ability to build and maintain client relationships.
  • Positive and engaging personality.
  • Demonstrated expertise and professionalism in the insurance industry.

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