Perosnal Lines Account Manager

Overview

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.

• 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)

• 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.

• 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, Berkley One), 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.