Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a team. This role involves assisting Producers and agency clients in the daily management and growth of a book of business through account retention, account rounding, and new business development. The ideal candidate will have a strong background in working with high-net-worth (HNW) clientele and a deep understanding of insurance products and markets.

Compensation Package

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs
Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life Insurance
Company-paid Employee Assistance Program
Paid Parental Leave
Paid Holidays
Personalized Paid Time Off (PTO)

Responsibilities

As a Personal Lines Account Manager, your key responsibilities will include:

Providing technical support to Producers, the agency, and HNW clients in the daily management of policies.
Completing new and renewal applications in coordination with Producers and clients.
Quoting online or submitting applications to eligible carriers and ensuring timely receipt of quotes and renewal policies.
Reviewing carrier proposals for accuracy and highlighting coverage differences.
Assisting Producers in preparing client proposals and renewal summaries.
Managing policy changes, renewals, and other client requests, ensuring accuracy and compliance.
Building and maintaining productive relationships with critical centers of influence, including family offices, wealth advisors, CPAs, lenders, and realtors.
Processing incoming mail and phone requests promptly and appropriately.
Ensuring timely invoicing, payment collection, and policy cancellations in accordance with agency standards.
Staying informed about industry trends, new products, legislation, and technology to continuously improve knowledge and performance.

Qualifications/Requirements

The ideal candidate will possess the following qualifications and skills:

A minimum of 5 years of experience in a similar role.
A current Property and Casualty Agent License.
Proven experience handling high-net-worth clients.
In-depth knowledge of insurance products, high-net-worth insurance markets (e.g., Chubb, Vault, Pure, Cincinnati, BerkleyOne), and non-admitted carriers and brokers.
Proficiency in Microsoft Office and experience with Applied EPIC or similar agency management systems.
A college degree is preferred.
Strong organizational skills with the ability to prioritize and manage workflow efficiently.
Excellent communication and interpersonal skills to maintain effective relationships with clients, colleagues, carriers, and other business contacts.
A commitment to staying informed about industry developments and maintaining required licenses.

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