Elite High-Net-Worth Personal Lines Account Manager

The Jonus Group; Grand Rapids (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

The Jonus Group in Grand Rapids, MI is seeking a Personal Lines Account Manager (High Net Worth) to manage a portfolio of affluent clients, delivering tailored insurance solutions and exceptional service.

The role emphasizes client relationships, renewals, and collaboration with underwriters and carriers; a P&C license and 3+ years of personal lines experience are preferred, with opportunities for growth in a dynamic team.

Qualifications

• Education: High school diploma or equivalent; Bachelor’s degree preferred.
• Experience: Minimum of 3 years in personal lines insurance focusing on high-net-worth clientele preferred.
• Licensing: Active Property and Casualty Insurance License required.
• Skills: Strong interpersonal and communication skills; organized and able to multitask; client-focused; analytical; proficient with industry software.

Responsibilities

• Build and maintain relationships with high-net-worth clients to ensure satisfaction and loyalty.
• Proactively manage an assigned book of business, including renewals and mid-term changes.
• Assess client needs and recommend comprehensive personal lines solutions with premier carriers.
• Collaborate with underwriters, insurers, and internal teams to resolve inquiries and provide service.
• Conduct coverage reviews, identify gaps, and propose risk management strategies.
• Provide professional communication regarding questions, claims, and concerns.
• Stay informed on trends, products, regulations in high-net-worth personal lines.
• Identify additional coverage needs and support cross-selling opportunities.
• Maintain accurate client records for regulatory compliance.
• Participate in training and development programs to enhance expertise.

Skills

Interpersonal communication

Organizational skills

Multitasking

Client relationship management

CRM tools proficiency

Education

High school diploma or equivalent

Bachelor’s degree in Business/Finance/Insurance or related field

Tools

Agency management systems

CRM tools

MS Office Suite

Job description

The Jonus Group in Grand Rapids, MI is seeking a Personal Lines Account Manager (High Net Worth) to manage a portfolio of affluent clients, delivering tailored insurance solutions and exceptional service.

The role emphasizes client relationships, renewals, and collaboration with underwriters and carriers; a P&C license and 3+ years of personal lines experience are preferred, with opportunities for growth in a dynamic team.