Personal Lines Account Manager HNW

The Jonus Group

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profile Job Location:

Westlake, OH - USA

profile Monthly Salary: Not Disclosed
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description

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: $70000 $85000 (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.

#LI-AS2


Required Experience:

Manager

Job DescriptionPersonal Lines Account Manager High Net WorthJob SummarySeeking 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 candida...
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