Elite Personal Lines Account Manager (High Net Worth)

Jonus Group; Grand Rapids (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

Jonus Group is seeking a motivated Personal Lines Account Manager (High Net Worth) to join our client services team in Grand Rapids, MI. You will manage a book of high-net-worth clients, delivering tailored insurance solutions and exemplary service tailored to affluent individuals and families.

The role focuses on relationship management, renewals, mid-term changes, risk assessment, and collaboration with underwriters to ensure coverage meets complex needs.

Qualifications

• Education: High school diploma or equivalent; Bachelor’s preferred.
• Minimum 3 years in personal lines with high-net-worth focus.
• Active Property and Casualty License required.
• Strong interpersonal and communication skills.
• Proficiency with agency mgmt systems, CRM, and MS Office.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Manage renewals, mid-term changes, and retention strategies.
• Assess needs and recommend comprehensive personal insurance solutions.
• Collaborate with underwriters and teams to resolve inquiries.
• Conduct coverage reviews and identify gaps for risk management.
• Provide timely communication on questions, claims, and concerns.
• Stay informed on trends, products, and regulations in high-net-worth lines.
• Identify cross-selling opportunities.
• Keep accurate client records to ensure compliance.
• Participate in training to enhance high-net-worth expertise.

Skills

Interpersonal skills

Multitasking

Client relationship management

Attention to detail

Communication

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM software

Agency management system

MS Office

Job description

Jonus Group is seeking a motivated Personal Lines Account Manager (High Net Worth) to join our client services team in Grand Rapids, MI. You will manage a book of high-net-worth clients, delivering tailored insurance solutions and exemplary service tailored to affluent individuals and families.

The role focuses on relationship management, renewals, mid-term changes, risk assessment, and collaboration with underwriters to ensure coverage meets complex needs.