HNW Personal Lines Account Manager
Job in
Plano, Collin County, Texas, 75024, USA
Listed on 2026-03-04
Listing for:
The Jonus Group
Full Time
position Listed on 2026-03-04
Job specializations:
-
Sales
Job Description & How to Apply Below
Personal Lines Account Manager
Job Summary
Seeking a highly motivated and experienced Personal Lines Account Manager to join a team. This role is pivotal in managing high-net-worth (HNW) accounts, focusing on both renewals and new business development.
Responsibilities
- Manage a book of business focusing on HNW accounts with premiums of $10,000 or more.
- Handle both new business and renewals.
- Collaborate with producers to develop marketing plans for accounts expiring up to 120 days in advance.
- Review expiring exposures, update client information, and enter applications into Applied Epic.
- Prepare and send submissions to markets, review quotes, and ensure coverage aligns with client needs.
- Bind coverage, issue invoices, and ensure timely issuance of Auto IDs and renewal certificates.
- Provide exceptional customer service and maintain strong client relationships.
- Licenses:
Property & Casualty (P&C) license required. - Experience:
Minimum of 5 years in personal lines account management, with a focus on high-net-worth clients. - Technical Skills:
Proficiency in Applied Epic software. - Soft Skills:
Driven, team-oriented, detail-focused, and excellent communication skills.
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