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...
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
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