High Net Worth Personal Lines Insurance Account Manager

Varney Agency; Scarborough (ME); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation

Career advancement opportunities

Job summary

Varney Agency in Scarborough, ME is seeking a Personal Lines Insurance Agent focused on Private Client and High Net Worth accounts to advise clients with sophisticated insurance needs. You will deliver tailored solutions, concierge-level service, and collaborate with premier carriers and trusted advisors to protect clients’ assets and provide thoughtful guidance.

Ideal candidates bring 5+ years in personal lines, licensing, and deep understanding of high net worth products.

Qualifications

• Excellent communication and ability to build trust with affluent clients and advisors.
• Strong attention to documentation, policy structuring, and coverage analysis.
• Proactive, service-oriented approach with commitment to client excellence.
• Deep understanding of personal lines, risk management concepts, and high net worth carrier products.

Responsibilities

• Deliver tailored insurance solutions and concierge-level service to Private Client/HNW clients.
• Collaborate with premier carriers and trusted advisors to ensure seamless protection and thoughtful guidance.
• Manage complex accounts with attention to detail and timely responsiveness.

Skills

Communication skills

Detail oriented

Proactive service

HNWI coverage knowledge

Tools

Applied EPIC

Job description

Description

Are you passionate about delivering exceptional, white-glove service to discerning clients? Join the Varney Agency as a Personal Lines Insurance Agent focused on Private Client and High Net Worth accounts, and become a trusted advisor to individuals and families with sophisticated insurance needs.

About The Role

In this role, you will deliver tailored insurance solutions and concierge-level service to clients with substantial assets and complex risk exposures. You will collaborate with premier carriers and trusted professional advisors to help ensure seamless protection, thoughtful guidance, and confidence for every client you serve.

What You Will Bring

• Excellent communication skills with the ability to build trust and credibility with affluent clients and their professional advisors.


• Strong attention to detail in documentation, policy structuring, and coverage analysis.


• A proactive, service-oriented approach with a genuine commitment to client excellence.


• Deep understanding of personal lines coverage forms, risk management concepts, and high net worth carrier products.


• Exceptional organizational skills with the ability to manage complex accounts and competing priorities while remaining highly responsive.

Benefits

We offer a competitive compensation and benefits package, along with opportunities for professional growth and career advancement.

Requirements

• 5+ years of experience in personal lines insurance, with emphasis on High Net Worth or Private Client accounts.


• Active Property & Casualty insurance license.


• Experience working with private client carriers and concierge-level service expectations.


• Familiarity with Applied EPIC.