High Net Worth Personal Lines Account Manager

Capstone Search Group; Charlotte (NC); On-site; USD 100,000 - 140,000; Full time

Job summary

Capstone Search Group is assisting an independent agency in North Carolina to recruit a High Net Worth Personal Lines Account Manager. You will lead a portfolio of high value home and coastal auto policies, providing expert service and strategic risk management.

You will collaborate with major national and specialty personal lines carriers to secure competitive pricing, favorable terms, and coverage tailored to affluent clients.

Qualifications

• Three (3) years of insurance experience servicing personal lines (home and auto).
• Knowledge of private client programs and marketing processes with carriers such as PURE, Chubb, and AIG.

Skills

Personal Lines

HNW Insurance

Private Client

Carrier Relations

Job description

An independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policies with unique complexities like high value homes and coastal properties. You’ll work with major national & specialty personal lines carriers to secure competitive and comprehensive pricing, terms and conditions for high net worth clients.

Skills & Experience

• At least three (3) years of insurance experience servicing personal lines policies (home and auto) policies with knowledge of private client programs and marketing processes through carriers like PURE, Chubb, AIG, etc.