HNW Personal Lines Account Manager

High Net Worth Personal Lines Account Manager

Seeking a dedicated and experienced High Net Worth (HNW) Personal Lines Account Manager to join a growing team. This role is pivotal in delivering exceptional customer service and managing a portfolio of high-value personal lines accounts. The ideal candidate will have a strong background in HNW account management a deep understanding of carriers such as Chubb AIG and BerkleyOne and a passion for providing white-glove service to clients.

• Salary Range: $85000 - $100000 (commensurate with experience)
• Growth Opportunities: Significant room for career advancement
• Work Environment: Hybrid schedule (3 days in-office 2 days remote)
• Equipment: All necessary equipment provided for remote work

• Manage a portfolio of HNW personal lines accounts with account sizes ranging from $20000 to $50000 in premium.
• Handle all servicing needs including renewals and policy changes with a strong focus on customer satisfaction and white-glove service.
• Collaborate with underwriters producers and claims teams to ensure seamless client support.
• Prioritize and maintain effective communication with clients to address their needs promptly.
• Resolve complex issues between clients and carriers ensuring a positive outcome for all parties.
• Attend client meetings as needed to strengthen relationships and provide personalized service.

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in HNW account management.
• Technical Skills: Proficiency in Applied Epic software.
• Carrier Knowledge: Familiarity with HNW carriers such as Chubb AIG and BerkleyOne.
• Interpersonal Skills: Exceptional communication and problem-solving abilities with a client-first mindset.
• Work Ethic: A proactive detail-oriented professional who thrives in a collaborative and supportive work environment.

#LI-TM1