High-Net-Worth Personal Lines Account Manager

ADP, Inc.; Denver (CO); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life, and Dis

401(k) with Company Contributions

Flexible time off and holidays

Volunteer time off and donation match

Tuition reimbursement and licenses

Wellness program and EAP

Hybrid Work Schedule

Referral Bonus

Job summary

TrueNorth Companies seeks a Private Client Personal Lines Account Manager to service a high-net-worth book with a proactive, high-touch approach. The role supports renewals, coverage reviews and ongoing client service across multiple US locations.

You will collaborate with carriers and internal teams to tailor coverage, build relationships, and drive growth while maintaining exceptional client experiences.

Qualifications

• High School diploma or GED required.
• Two or four-year degree preferred.
• P&C license required
• Experience working in personal lines insurance required
• One year of experience with agency management system or CRM preferred, preferably EPIC.
• Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Prior customer service experience required.

Responsibilities

• Proactively manage a private client/high-net-worth book of clients while meeting service standards, deadlines, and renewal timelines.
• Serve as the primary point of contact for clients—answering questions, explaining coverage, analyzing exposures, and recommending appropriate policy adjustments or additional coverages.
• Manage renewals and policy reviews by evaluating coverage options, negotiating with carriers, and ensuring programs align with clients’ evolving needs.
• Build and maintain strong relationships with clients, carrier partners, and internal teams to deliver a consistent, high‑quality client experience.
• Support organic client growth through referrals from existing clients, internal partners, and other approved sources; assist with the marketing and placement of new and renewal business as needed.
• Coordinate internal resources such as Claims, Legal, Marketing, Technology, and other teams to support clients throughout the full account lifecycle
• Maintain accurate policy …
• Collaborate with producers, service teams, and regional offices to ensure alignment on processes, workflows, and client strategies; travel to clients or carrier partners as needed.
• Continuously identify opportunities to improve workflows, efficiency, and overall client experience while supporting special projects and client-specific initiatives.

Skills

Organization

Time management

Detail-oriented

Communication

Problem solving

Independence

Strategic thinking

Relationship management

Work ethic

Education

High School diploma or GED

Two- or four-year degree preferred

Tools

EPIC

Microsoft Office

Job description

TrueNorth Companies seeks a Private Client Personal Lines Account Manager to service a high-net-worth book with a proactive, high-touch approach. The role supports renewals, coverage reviews and ongoing client service across multiple US locations.

You will collaborate with carriers and internal teams to tailor coverage, build relationships, and drive growth while maintaining exceptional client experiences.