High Net Worth Personal Lines Account Manager

Swartsmanning; Las Vegas (NV); On-site; USD 60,000 - 80,000; Full time

Job summary

Swarts, Manning & Associates, a multi-state independent insurance agency, seeks a Personal Lines Insurance Account Manager in Las Vegas, NV. This role focuses on high net worth clients and delivering proactive, personalized service to support client goals and financial planning.

You will manage renewals, advise on coverages, prepare proposals, and coordinate with carriers, while maintaining accuracy in binders, policies, and billing.

Qualifications

• 3 years Personal Lines Insurance experience required.
• Experience with high net-worth clients
• P&C license required; professional designations a plus (CPCU, CIC, CISR)
• AMS360 experience preferred

Responsibilities

• Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
• Make necessary contacts both inside and outside of the organization in order to obtain client requested information.
• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
• Create and present renewal proposals to existing clients.
• Communicate clients' needs and binding instructions to carriers.
• Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
• Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.
• Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information.
• Ensure that all regulatory requirements are met and complies with all internal policies and procedures.
• Other duties as assigned.

Skills

Time management

Active listening

Detail oriented

Team player

Problem solving

Communication

Education

P&C License

Tools

AMS360

EPIC

MS Office

CRM software

Job description

Swarts, Manning & Associates, a multi-state independent insurance agency, seeks a Personal Lines Insurance Account Manager in Las Vegas, NV. This role focuses on high net worth clients and delivering proactive, personalized service to support client goals and financial planning.

You will manage renewals, advise on coverages, prepare proposals, and coordinate with carriers, while maintaining accuracy in binders, policies, and billing.