Personal Lines Account Manager

About the role

We are an established, independent insurance agency focused on providing personalized insurance solutions and exceptional service to our clients. Our team works with a wide range of leading insurance carriers and specializes in helping clients protect what matters most, including complex and High-Net-Worth personal insurance needs. We take pride in building long-term client relationships, providing thoughtful coverage guidance, and creating a collaborative environment where our team members are valued and have the opportunity to grow.

We offer the opportunity to work in a professional, client-focused environment where relationships and personalized service are valued. The agency works with a broad range of insurance carriers and specializes in developing customized coverage solutions, including High-Net-Worth personal insurance. Employees have the opportunity to work with sophisticated accounts, build strong client relationships, and grow their insurance expertise while being part of a collaborative team. For an experienced Personal Lines professional, it’s an opportunity to take on meaningful client relationships without losing the personal feel of an independent agency.

Responsibilities

• Manage and service a high-net-worth personal lines book of business with a strong focus on client retention and satisfaction.
• Build and maintain trusted, long-term relationships with clients through responsive, personalized service.
• Work with leading high-net-worth carriers, including PURE, Chubb, Cincinnati, AIG Private Client, Berkley One, and similar markets.
• Provide guidance on personal property and casualty coverages, policy servicing, renewals, and coverage needs.
• Handle endorsements, renewals, remarketing opportunities, and coverage reviews accurately and efficiently.
• Review policies and identify potential coverage gaps or opportunities to better protect clients.
• Manage a high-volume workload while maintaining strong attention to detail, organization, and follow-through.
• Collaborate closely with producers, carriers, underwriters, and internal team members to ensure a seamless client experience.
• Utilize insurance carrier platforms and agency management systems; AMS360 experience preferred.
• Demonstrate strong written and verbal communication skills and the ability to handle sensitive client matters with professionalism and discretion.

Qualifications

• Several years of Personal Lines Account Management experience, preferably within the high-net-worth market.
• Strong knowledge of personal property and casualty coverages, underwriting guidelines, and policy administration.
• Proven problem-solving and critical-thinking skills.
• Excellent organizational skills with the ability to prioritize and manage multiple accounts and deadlines.
• Active Property & Casualty license required.

Pay

$60,000–$70,000 per year, depending on experience.