High Net Worth Personal Lines Account Manager

JL Connects; Massachusetts; Remote; USD 80,000 - 120,000; Full time

Job summary

JL Connects is seeking an experienced High Net Worth Personal Lines Account Manager to manage a portfolio of high-net-worth clients. This position involves delivering tailored insurance solutions while ensuring exceptional client satisfaction. With a focus on strong client relationships and expert advice, this role is crucial in a leading agency known for its elite service. Candidates must possess a Property & Casualty License and significant personal insurance experience.

Benefits

401(k)

Medical insurance

Vision insurance

Disability insurance

Qualifications

• 7-10 years of experience in personal insurance.
• Active Property & Casualty License required.
• Professional designations such as CPCU, ARM, or CIC are highly desirable.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients.
• Provide personalized insurance solutions and ensure client satisfaction.
• Review insurance coverage and offer expert advice on personal insurance products.

Skills

Communication

Interpersonal Skills

Attention to Detail

Organizational Skills

Education

Property & Casualty License

CPCU

ARM

CIC

Tools

AMS 360

Job description

High Net Worth Personal Lines Account Manager

High Net Worth Personal Lines Account Manager

4 days ago Be among the first 25 applicants

Direct message the job poster from JL Connects

CEO | Professional Recruiter at JL Connects

Job Summary:

We are seeking a seasoned High Net Worth Personal Lines Account Manager to join an elite east coast agency. In this role, you will manage and grow a portfolio of high-net-worth clients, delivering personalized insurance solutions and ensuring the highest level of client satisfaction. You will work closely with company partners and internal claims and sales teams to provide a seamless experience for clients.

This position is available as fully remote for candidates in Massachusetts ONLY.

Key Responsibilities:

• Be the main point of contact for a portfolio of high-net-worth clients, managing all their insurance needs.
• Review clients' insurance coverage regularly to ensure it’s adequate and identify any gaps.
• Offer expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and specialized coverages.
• Build and maintain strong client relationships, understanding their needs and recommending appropriate solutions.
• Manage the placement of new policies, renewals, and endorsements.
• Ensure all client documentation is accurate, current, and compliant with industry regulations.
• Look for opportunities to cross-sell or up-sell insurance products within your client portfolio.
• Support the sales team in acquiring new clients by providing expert insurance knowledge.
• Attend networking events and industry conferences to represent the company and generate business leads.
• Work with marketing and business development teams to improve client service offerings.

Desired Qualifications & Skills:

• Minimum of 7-10 years of experience in personal insurance.
• Experience with agency management applications such as AMS 360.
• Active Property & Casualty License.
• Professional designations such as CPCU, ARM, or CIC are highly desirable.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships remotely.
• High level of attention to detail and strong organizational skills.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Marketing, and Strategy/Planning

• Industries

  Insurance Agencies and Brokerages, Insurance Carriers, and Insurance

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Inferred from the description for this job

401(k)

Medical insurance

Vision insurance

Disability insurance

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