High Net Worth Personal Lines Insurance Account Manager

About The Role

In this role, you will deliver tailored insurance solutions and concierge-level service to clients with substantial assets and complex risk exposures. You will collaborate with premier carriers and trusted professional advisors to help ensure seamless protection, thoughtful guidance, and confidence for every client you serve.

What You Will Bring

• Excellent communication skills with the ability to build trust and credibility with affluent clients and their professional advisors.
• Strong attention to detail in documentation, policy structuring, and coverage analysis.
• A proactive, service-oriented approach with a genuine commitment to client excellence.
• Deep understanding of personal lines coverage forms, risk management concepts, and high net worth carrier products.
• Exceptional organizational skills with the ability to manage complex accounts and competing priorities while remaining highly responsive.

Benefits

We offer a competitive compensation and benefits package, along with opportunities for professional growth and career advancement.

Requirements

• 5+ years of experience in personal lines insurance, with emphasis on High Net Worth or Private Client accounts.
• Active Property & Casualty insurance license.
• Experience working with private client carriers and concierge-level service expectations.
• Familiarity with Applied EPIC.