High Net Worth Account Manager

Personal Lines Account Manager/Account Executive

Seeking a highly motivated and experienced Personal Lines Account Manager or Account Executiveto join a team. This role involves managing a book of business with $300k in revenue focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate will have a proven track record of delivering exceptional client service cross-selling and upselling.

• Salary Range: $50000 - $65000 for Account Manager; up to $75000 for Account Executive (based on experience and book size).
• Benefits: Comprehensive Medical Dental and Vision insurance.
• Additional Perks: Opportunity for professional growth within a supportive team culture.

• Manage and service a book of business with $300k in revenue.
• Provide exceptional service to High Net Worth (HNW) clients and carriers.
• Handle quoting for new and renewal business (20% new 80% renewal).
• Cross-sell and upsell Personal Lines products to existing and new clients.
• Build and maintain strong relationships with clients and carriers.
• Communicate effectively with team members and clients both professionally and personally.

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in a similar role with a focus on High Net Worth clients and carriers. Longevity in previous roles is preferred.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • Strong written communication skills particularly in email correspondence.
  • Ability to build rapport and maintain professional relationships.
  • Effective verbal communication skills with team members and clients.
• Education: Not seeking recent graduates; prior industry experience is essential.

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