Job Summary

The Personal Lines Account Manager will oversee and service a portfolio of high-net-worth personal insurance accounts. This role demands a consultative approach to risk management, exceptional client liaison skills, and the ability to deliver accurate, compliant policy solutions.

Responsibilities

• Manage and service a book of high-net-worth personal lines accounts, ranging from mono-line policies to complex, large-value programs
• Prepare quotes, process renewals, and maintain policy documentation with precision
• Provide consultative risk management guidance and tailored coverage recommendations
• Cultivate and sustain strong client relationships through proactive communication and follow-up
• Negotiate terms, pricing, and coverage options directly with carriers
• Utilize Applied Epic for policy administration, record-keeping, and client correspondence
• Collaborate with colleagues across underwriting, claims, and support functions to ensure seamless service delivery

Qualifications/Requirements

• Active Property & Casualty (P&C) insurance license
• Minimum of 3–5 years’ experience servicing high-net-worth personal lines accounts
• Proficiency with Applied Epic or similar agency management systems
• Strong verbal and written communication skills, with a client-focused mindset
• Demonstrated ability to analyze risk and recommend appropriate insurance solutions
• Excellent organizational skills and attention to detail
• Ability to work independently and as part of a team in a fast-paced environment

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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