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Personal Lines Account Manager- HNW individuals

TGG Accounting


Job Location:

Linwood, PA - USA

Yearly Salary: $ 60000 - 75000
Posted: 31 August 2026 (30+ days ago)
Application Deadline: 28 November 2026
Vacancies: 1 Vacancy

Job Summary

Personal Lines Account Manager High-Net-Worth (HNW)

Location: Onsite MondayFriday 8:30 AM5:00 PM (Hybrid flexibility available after training period 1 day/week remote)

Compensation: $60000$75000/year DOE plus potential bonus

Job Type: Full-Time


About the Opportunity

A stable and growing Property & Casualty insurance agency is seeking an experienced Personal Lines Account Manager to service an affluent and high-net-worth personal lines book of business. This is an excellent opportunity for a detail-oriented insurance professional who thrives on delivering concierge-level service to a sophisticated client base.


Youll manage a multi-state book (Virginia Tennessee Kentucky New Jersey Maryland Delaware and Pennsylvania) of approximately 500600 personal lines households many with multiple policies working closely with top-tier HNW carriers and a collaborative internal team.


What Youll Do

  • Manage a personal lines book of affluent/HNW clients across multiple states handling multi-policy households with a high level of care and attention to detail
  • Provide concierge-level client service including endorsements renewals coverage reviews policy servicing billing questions and carrier follow-up
  • Identify and act on remarketing opportunities to ensure clients have optimal coverage and pricing
  • Coordinate closely with producers underwriters carriers and internal team members to deliver seamless service
  • Accurately document all client activity and communications in AMS360
  • Build strong client relationships that drive satisfaction and long-term retention
  • Work within a mix of direct business and referral-based accounts as you grow into the role


Tools & Carriers Youll Work With

  • Agency Management System: AMS360 (preferred)
  • HNW Carrier Portals/Platforms: PURE Chubb Cincinnati AIG Private Client Berkley One and other applicable high-net-worth markets


What Youll Need

  • Active Property & Casualty license (New Jersey); out-of-state candidates can obtain licensure after starting and existing licenses can be transferred
  • 3 years of substantial hands-on High-Net-Worth Personal Lines account management experience
  • Strong personal lines P&C coverage and underwriting knowledge
  • Proven experience with endorsements renewals remarketing and coverage reviews
  • A genuine commitment to high-touch white-glove client service
  • Ability to confidently manage a high-volume detail-intensive book of business
  • Experience with PURE Chubb Cincinnati AIG Private Client or Berkley is a strong plus (not required but highly valued given the client base)


Why Join Us

  • Competitive salary: $60000$75000/year based on experience plus potential bonus
  • Generous benefits package
  • Paid time off and paid holidays
  • 401(k) with 3% company match
  • Hybrid flexibility one remote day per week once established in the role
  • Stable growing agency with a supportive team environment and long-term career potential

*************LOCAL CANDIDATES ONLY **********

Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.


Required Experience:

IC


About Company

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TGG is a leading provider of outsourced accounting and business advisory services for small to mid-size businesses across industries.

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