Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a growing team. This role is an exciting opportunity to work with high-net-worth (HNW) accounts, providing exceptional service and expertise in personal lines insurance. The ideal candidate will have a strong background in quoting new and renewal business and the ability to build strong relationships with carriers and clients. This is an onsite position, offering a collaborative and professional work environment.

Compensation Package

• Salary Range: $60,000 - $80,000 annually, commensurate with experience.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of high-net-worth (HNW) personal lines accounts, ensuring client satisfaction and retention.
• Quote new and renewal business, providing tailored insurance solutions to meet client needs.
• Collaborate with carriers to market and negotiate coverage options.
• Maintain accurate and up-to-date records in the Epic software system.
• Provide expert guidance on coverages.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Stay informed about industry trends and changes in insurance regulations.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license.
• Experience: 4+ years of experience in personal lines account management, with a focus on high-net-worth accounts.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • Strong knowledge of HNW coverages.
  • Ability to "dig in" and effectively market with carriers.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational abilities.
  • Proactive and solution-oriented mindset.

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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