Personal Lines Account Manager – High Net Worth

Job Summary

Seeking a highly skilled and professional Personal Lines Account Manager to join a team. This role focuses on managing and servicing a portfolio of high-net-worth and upper-middle-class personal lines accounts. The ideal candidate will possess strong interpersonal skills, a client-focused mindset, and the ability to navigate complex client needs. This is an excellent opportunity to join a well-established organization with a reputation for delivering exceptional service.

Compensation Package

• Base Salary: $70,000 – $85,000 (commensurate with experience and qualifications).
• Incentives:
  • Year-end bonus (typically several thousand dollars).
  • Tenure bonus after 10 years of service.
• Benefits:
  • Comprehensive health insurance through Medical Mutual.
  • Vision and dental coverage.
  • Voluntary life insurance.
  • Potential salary adjustment if benefits are not required.
• 401(k): 50% match up to 8% (equivalent to 4% employer contribution on 8% employee deferral).
• Paid Time Off (PTO):
  • 2 weeks PTO to start.
  • 5 personal days.
  • Willing to match prior PTO balances when possible.

Responsibilities

• Manage and service personal lines accounts, with a focus on high-net-worth clients.
• Handle change orders, endorsements, renewals, and client communications.
• Support client introductions as needed.
• Collaborate with senior team members to ensure consistent and high-quality service.
• Occasionally travel to client sites for introductions when appropriate.

Qualifications/Requirements

Must-Have:

• Proven experience in Personal Lines Account Management.
• Ability to work effectively with high-net-worth clientele.
• Active Property & Casualty license.

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